Am I Named in a Will? How Would I Know?

February 1, 2021

How can we see if there was a will and if it’s worth pursuing?

What Will Be Your Legacy?

December 7, 2020

Your legacy is what you leave behind: What people will remember about you and receive from your life? Legacy planning is about fostering your relationships and passing on what is most important to you for your loved ones.

How Much Power Does an Executor Have?

November 3, 2020

There are continuing misconceptions regarding what powers are held by a personal representative and when he can exercise them.

Can an Inheritance Lead to Trouble for Marriages?

October 22, 2020

Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.

Do I Have to Accept an Inheritance?

October 2, 2020

No one has to accept inherited assets. Inherited assets can be disclaimed.

Searching for Lower Taxes? Check State Laws

October 1, 2020

Some states are great to live in, but not so great to die in.

How Do I Handle Inheritance?

September 10, 2020

The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.

Can I Avoid Family Fighting with Estate Planning?

September 1, 2020

One problem that frequently stems from the inheritance process is fractured relationships between siblings. Unfortunately, the common denominator in many of these situations is the parents’ estate plan.

Can I Disinherit Anyone I Want?

August 6, 2020

So, you’ve decided that a family member won’t be getting an inheritance after all. Maybe you have an ungrateful or irresponsible family member you want to cut out of the will.

Preparing Children for Future Inheritances

August 4, 2020

By discussing finances with your children early and often you can set them—and future generations—up for success, when it’s time to receive the wealth you’ve accrued.

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Inheritance