What Assets are in an Estate?

January 27, 2022

This is an important question to ask, because the answer could tell you whether you need to worry about estate taxes, beneficiary issues or probate concerns.

Who knows “Where Your Money Is?”

December 2, 2021

Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.

Should You Rule From the Grave?

October 7, 2021

There are many stories of strange conditions in wills and trusts over time. For example, the German poet Heinrich ‘Henry’ Heine died in 1856 and left his estate to his wife, Matilda, on the condition that she remarry, so that ‘there will be at least one man to regret my death’.

Should I agree to Be an Executor of an Estate?

September 22, 2021

Usually when asked to be the executor of a family member’s estate, the person feels honored and trusted. It’s a big responsibility, since the executor will be carrying out a person’s final wishes.

Do a Married Couple without Children Need a Will?

September 7, 2021

In fact, many couples with no children mistakenly believe that they are less likely to need a last will and testament than couples with children.

Reduce the Stress of Asset Transfers?

July 15, 2021

Estate planning is a cornerstone of any healthy financial plan, but it can be difficult to discuss.

Who Must Pay the Taxes of a Deceased Loved One?

May 19, 2021

When someone passes away, their tax headaches don’t die with them. In fact, those obligations can further complicate the lives of survivors: Federal estate taxes may be due and state inheritance taxes could also come into play.

What Does ‘Per Stirpes’ in a Will Mean?

April 23, 2021

Per stirpes in a will means that a deceased’s child’s share will pass to the deceased’s child’s children in equal shares, if any.

Who Pays Credit Card Debt when You Die?

April 12, 2021

Especially with the average U.S. household having $7,027 in revolving credit card debt and Americans owing a total of $416.1 billion in credit card debt, according to a recent Nerdwallet study, some Americans will have credit card debt for the rest of their lives. However, what happens to credit card debt when you die?

Unmarried Couple Estate Planning

February 24, 2021

An unmarried couple needs to create an appropriate estate plan. If they truly want inheritance rights, they need to execute testamentary documents, such as wills.

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