by Christine | Aug 18, 2014 | Asset Protection, Estate Plan, Estate Planning, Guardianships, Inheritance, Probate, Trusts, Wills |
Who will be your child's guardian, and who will be the guardian of your estate? Experts say it's a difficult decision many families agonize over, and there's no one-size-fits-all scenario. In the event that you pass away suddenly and unexpectedly, what...
by Christine | Jun 27, 2014 | Estate Planning, Inheritance |
To make that wealth last forever, you're probably going to need future generations to replenish that wealth. If you have wealth to pass on to the next generation, have you hoped that your wealth will continue on for generations to come? It's a tough goal to...
by Christine | Jun 17, 2014 | Capital Gains, Estate Planning, Inheritance, Stock, Taxation |
If you sell stock you inherited, the tax bill is keyed to its value at the time of the original owner’s death. If you’ve just inherited stock or if you’re set to leave behind stock to your heirs, then it is well worth your time to get an idea of the tax treatment you...
by Christine | May 20, 2014 | Estate Planning, Gift, Inheritance |
Ultimately, the decision about whether to leave your children money now or later depends entirely on your financial and family circumstances. Deciding whether or not to leave an inheritance is only part of the equation. When should you give it – now or later?...
by Christine | May 19, 2014 | Estate Planning, Inheritance, Wills |
Dividing money is easy. But who gets Mom’s tea set? When we hear about heirs fighting over an inheritance, most of us think about money as being the main issue. But money isn't everything! How you split up priceless family artifacts and other physical goods can...
by Christine | May 13, 2014 | Elder Law, Estate Law, Inheritance, Reverse Mortgage Loan |
Reverse mortgages, which allow homeowners 62 and older to borrow money against the value of their homes that need not be paid back until they move out or die, have long posed pitfalls for older borrowers. Reverse mortgages definitely have advantages, such as offering...
