What Debts Must Be Paid in a Probate?

August 19, 2019

When a loved one dies leaving property, debts and a mortgage, and if he did not have a living trust, probate is required to sort everything out.

When Is the Best Time to Disinherit a Child?

August 12, 2019

I have a sister, who I have not seen or heard from in 40 years, when she said she hated all of us and never wanted anything to do with us again. She even gave up her 5-year-old son for strangers to adopt and would not let my parents adopt him.

Starting Conversations about Finances and Wills with Your Parents

August 7, 2019

Parents are often more than happy to offer financial advice to their children. They like to feel needed and want to make sure their children are on solid financial ground. However, it’s important to turn the tables and ask about their financial plans, too.

Mom and daughter spending time together in the living room on a cloudy day

Should Mom Deed Me the House?

July 30, 2019

There are many questions that come with inheriting a piece of real estate. Do you want to live in it? Do you want to sell it? Do you have to split the property with another heir?

Will Contests- What are Caveat Proceeding

July 26, 2019

If a person makes a Will when he does not have the mental capacity to make a Will or when he is so dominated by another that he can’t make the Will that he wants to make, a Will contest often results.

Good Stewardship Requires Estate Planning

July 22, 2019

Planning is a part of our daily lives. We plan menus for the day or week; we plan vacations; we plan meetings; and the list goes on.

Do Your Kids Spend Too Much Money Too Fast?

July 15, 2019

Should an inheritance be spent on sports cars and jewelry?

Stretch IRA May be Disappearing Soon

July 10, 2019

If Congress gets its way, you’re going to lose the opportunity to help your children build wealth, and at the same time, they could end up in higher tax brackets for years.

Retirement Minimum Distribution (RMDs) Fundamentals

July 8, 2019

Once your money is in a retirement account, it’s there until you’re ready to use it, right? Not exactly.

How To Choose a Guardian for My Children

June 25, 2019

Selecting appropriate guardians will ensure that your minor children are cared for, if you pass away.

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