by Christine | Nov 28, 2014 | Asset Protection, Conservatorships, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
Schwab-Pomerantz and Cuthbertson, who is publishing director at Schwab, have put together a comprehensive guide that will help you plan for retirement. If you need to plan for your retirement, you may feel overwhelmed to even start the process. What steps do you need...
by Christine | Nov 27, 2014 | Asset Protection, Estate Planning, Estates, Probate, Tax Planning, Trusts, Wills |
On September 4, 2014, comedy icon Joan Rivers passed away. It's no secret that Rivers hoped for a funeral that rivaled her lifestyle: big and over the top. Craft services. Paparazzi. Meryl Streep crying in five different accents. These are just a few of the wishes...
by Christine | Nov 26, 2014 | Asset Protection, Conservatorships, Estate Planning, Estates, Guardianships, Living Trust, Power of Attorney, Probate, Tax Planning, Trusts, Wills |
A well-planned estate is a wonderful legacy you can leave your heirs — instead of untangling a messy estate, they can follow concrete steps, allowing them to take care of business while mourning their loved one. Document gathering can be overwhelming when it comes to...
by Christine | Nov 24, 2014 | Asset Protection, Estate Planning, Executor, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
A revocable living trust is similar to a will in that it indicates how you would like your assets to be distributed after your death and can be amended anytime. While you should always have a will, a living trust—which is simply a trust set up during your...
by Christine | Nov 14, 2014 | Asset Protection, Estate Planning, Financial Planning, Tax Planning |
Money security, in most cases, is a choice. It requires the right mindset and consistent actions. Like learning a craft or skill, time, patience and devout determination is required, most especially if you are starting from a difficult position. How do you deal with...
by Christine | Nov 10, 2014 | Asset Protection, Assets, Blended Families, Estate Planning, Estates, Inheritance, Living Trust, Probate, Tax Planning, Trusts, Wills |
A tax battle is brewing over his $83 million estate, pitting Mr. Clancy’s wife against the adult children of his former marriage. His widow Alexandra Clancy is taking legal steps aimed at shifting all state and federal estate taxes—estimated in court...
