How Should I Handle an Inheritance?
Hearing about an inheritance can be bittersweet because it’s nice to receive a lump sum of money, but it likely means you have lost a loved one. Real Simple’s recent article entitled “The First 3 Money Moves to Make if You’re About to Get an Inheritance”...What are Best Assets to Inherit?
If you’re planning to leave your heirs an inheritance, you can help them by choosing some assets that are much better inheritances than others. Kiplinger’s recent article entitled “6 of the Best Assets to Inherit” explains that some assets you could leave your heirs...What Power Does an Executor Have?
Being asked to serve as an executor is a big compliment with potential pitfalls, advises the recent article “How to Prepare to Be an Executor of an Estate” from U.S. News & World Report. You are being asked because you are considered trustworthy and able to handle...Can I Avoid Password Problems for My Family in Estate Planning?
Barron’s recent article entitled “How to Ensure Heirs Avoid a Password-Protected Nightmare” explains that even financial planners may not consider until too late, how difficult it can be to recover and access a loved one’s accounts after they pass away. Since we are...Should Young Adults have a Will?
Young adults are starting to get their affairs in order, contacting estate planning attorneys because they are concerned about dying unexpectedly. A study by Caring.com, a senior referral service, said that almost a third of young adults, ages 18—34, had a will in...Can You Remove Someone from a Life Estate?
Parents often use life estates to leave the family home to children, while remaining in the house for the rest of their lives. However, sometimes things don’t work out as intended. If and how changes may be made to a life estate is the focus of a recent article “How...Business Succession Plan Prevents Family Fights
A comprehensive business succession plan is a set of legal guidelines to ensure an orderly transfer of financial control and executive responsibilities to a new generation of leaders. Index Fund Advisors’ recent article entitled “How to Avoid a Messy Succession...How Do We Address Digital Assets in a Will?
Many of us overlook the amount of information and assets we have online (out so-called “digital assets”) – for example, frequent flier miles, online bank accounts, subscriptions, photos, social media accounts, personal or business websites, etc. The...Do I Need a 529 Education Savings Plan?
Statecollege.com’s recent article entitled “Did You Know 529s Are Powerful Estate Planning Tools?” explains that specialized savings accounts, informally referred to as 529s, could be at the top of your list. These accounts have a number of advantages for...LIVE WEBINAR: Getting Started with Estate Planning
If you’ve been thinking of getting your Estate Plan set up, but aren’t sure how, get your questions answered at our next live seminar!
Presented by attorney Pablo Tagre.
