Choosing between “per stirpes” and “per capita” will impact asset distribution. Estate planning can be nuanced. Those who are unfamiliar with legal terms, tax law,
The act of disinheriting a child must be thorough. It is not uncommon for family relationships to undergo strain. Family members may become estranged and
Larry King had a career and relationships characterized by highs and lows. Even legends do not life forever. His health had been poor the past
People should undertake a beneficiary review every few years. You have several types of assets. You own a home. You have retirement accounts and bank
A trust allows greater control of assets. People tend to have strong opinions about money. This involves budgeting, investing, and gifting. For this reason, many
The estate of Prince is still making headlines. No, really. Prince was a talented musician. He was also a memorable human. Very few people change
After creating a trust it is important to “fund” the trust. Your circumstances and goals necessitated a trust as part of your estate plan. The
Estate planning is one important step to caring for your loved ones after your incapacity or death. I have heard many excuses over my career
You may need to tackle a checklist after the death of your spouse. Loosing the love of your life is hard. This is, of course,
An unfunded trust will undermine your estate planning. Your estate planning goals included avoiding probate. You also desired to simplify asset management should you become
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