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Category Archives: Financial Planning
Debts After Death
Dealing with the death of a loved one is difficult enough without the added pressure of creditors calling you to collect on the deceased person’s debts – most frequently credit card debts. But can a bank collect a credit card … Continue reading
Posted in Community Property, Debts, Financial Planning, Inheritance, Probate, Separate property, Trusts, Wills
Tagged bank account, beneficiary, community property, executor, inheritance, probate, separate property, trusts, wills
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Planning for the Long Term
As with so many aspects of planning for our futures, many people try to hide their head in the sand when it comes to planning for living a long life that might involve a period of time when our expenses … Continue reading
Posted in Debts, Elder Care, Estate Planning, Financial Planning, life insurance
Tagged elder care, estate planning, financial advisor, life insurance, long term care insurance, long term planning
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The Importance of Special Needs Planning
If you have a special needs child, adult child or you provide for such a person in your will (for example, leaving funds to a special needs person who may be your nephew, granddaughter, or the child of someone you … Continue reading
Posted in Estate Planning, Financial Planning, Guardianship, Inheritance, Special Needs Issues, Special Needs Trust
Tagged estate planning, guardian, planning, special needs trust
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Your Inheritance – Are You Ready?
Inheriting wealth can be a burden and a blessing. Even if you think a family member may remember you in their will, there are many aspects of receiving an inheritance that you may not have considered. Here are some things … Continue reading
Posted in Estate Planning, Estate Tax, Financial Planning, Income Tax, Inheritance, Tax, Trusts, Wills
Tagged bank account, estate planning, financial advisor, income tax, inheritance, IRA, special needs trust, taxes, will
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Avoiding A Contest
Oftentimes when I meet with clients desiring to do estate planning, little thought is given by the client to how smoothly the processing of their estate will go after they are gone. So here are a few things to keep … Continue reading
Posted in Estate Planning, Financial Planning, Inheritance, Probate, Uncategorized, Will challenge
Tagged estate planning, planning, probate, will, will challenge
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