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Tag Archives: will
The Dark Side of Improper or No Planning
This is a reprint of a great article I posted in my blog back in 2012. One of my favorite columnists, Pamela Yip, has written another great article regarding the need for estate planning and how the lack of … Continue reading
Posted in Estate Planning, Probate, Will challenge, Wills
Tagged death, estate planning, probate, will, will challenge
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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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Update Your Beneficiary Designations!
Many people experience a significant change in their family situation from time to time. These are occurring with ever increasing frequency. Perhaps a recent divorce, separation, or marriage. Or, your children have moved out on their own and perhaps have … Continue reading
Posted in Beneficiary designation, deed, Estate Planning, Financial Planning, Inheritance, life insurance, Special Needs Issues, Special Needs Trust, Wills
Tagged bank account, beneficiary, death, estate planning, IRA, life insurance, special needs trust, trust, will
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Why Do People Want to Avoid Probate?
When a loved one passes away, people react differently. This is obvious from attending any funeral; some are stoic, some are very emotional, and many are in between. But beyond the emotional and grieving process, people also react differently addressing … Continue reading
Posted in Beneficiary designation, Estate Planning, Probate, Trusts, Wills
Tagged beneficiary, codicil, death, estate, estate planning, executor, heirs, probate, trust, will
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