by Christine | Mar 4, 2014 | Estate Planning, Inheritance |
You may need to take some initial measures to protect your new wealth, but don't jump into making big decisions immediately. When a loved one passes along an inheritance, it is often a gift of great potential. Therefore, the heir should take some time to reflect...
by Christine | Feb 27, 2014 | Estate Planning, Inheritance |
They are relatively older, they are probably inheriting from financially conservative parents and they are dealing with deep emotional reactions. Leaving behind or receiving an inheritance includes several planning points to ponder, including tax questions and legal...
by Christine | Feb 3, 2014 | Estate Law, Estate Planning, Inheritance, Probate, Real Estate, Wills |
The process of selling a relative’s home is likely going to be emotional, from the sorting of the personal belongings to the finalization of the sale at the closing table. Expect that. And surround yourself with professionals who will be empathetic and helpful. Many...
by Christine | Oct 25, 2013 | Asset Protection, Estate Planning, Inheritance, Small Business |
Sudden wealth can be a life-changing experience that can improve your life and the lives of those around you, but only if you keep it. Those with more assets are bigger targets for lawsuits. Don’t let your sudden wealth suddenly get stripped from you. Protect your...
by Christine | Sep 30, 2013 | Estate Planning, Inheritance |
In the survey, conducted by Interest.com, a financial planning site, just 27 percent of respondents age 18 to 59 said they expect to receive an inheritance from their parents or other family. Even those who believe there will be something left over for them...
by Christine | Sep 16, 2013 | Estate Law, Fertility Treatment, Inheritance, Posthumously Born Heir |
The law is clear on one thing: when a trust document does not address the issue, Ms. Klein said, “children born with the new technology are entitled to inherit with the same rights as a natural-born child.” Planning an inheritance? Just when you feel...
