You trust your spouse completely. But if you’re in a blended family and your estate plan simply says “everything goes to my spouse,” your own children could end up with nothing – not because anyone meant harm, but because ownership changes everything.
Here’s What Can Happen to Blended Families When a Spouse Dies Read More »
Retirement accounts follow different rules from other assets you may own. After you die, the people you love most may face unexpected tax burdens if you don’t understand how the rules work.
Here’s What Happens to Your Retirement Accounts After You Die Read More »
A living trust offers immediate protection and probate avoidance, but understanding how it works and whether it fits your goals is essential to making the right choice.
Creating a Trust in Your Will vs. Creating a Living Trust: Part 2 Read More »
Creating a trust in your will might sound like good planning, but understanding what you’re actually trying to accomplish matters more than the type of trust you choose.
Creating a Trust in Your Will vs. Creating a Living Trust: Part 1 Read More »
If your estate plan is years old, or you did it yourself, you may call an attorney asking for a quick, low-cost review of your estate planning documents, thinking it’s a quick and easy process. The reality is that an estate plan review is (or should be) more complicated than most people think.
Why Quick and Simple Estate Plan Reviews Don’t Exist Read More »
