Estate Planning for Newlyweds
201506.29
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Estate Planning for Newlyweds

June is considered to be the most popular month for weddings! And after planning for their big day, young couples starting their lives together need to also start planning to protect both themselves and their finances. Here is a list of essentials for Estate Planning for Newlyweds CHANGE YOUR ACCOUNT BENEFICIARIES The quickest and easiest…

Important Probate Terms Defined
201506.26
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Important Probate Terms Defined

The Probate process can seem both overwhelming and complicated. Understanding the most commonly used probate terms associated with this process can be helpful, especially for those who have never gone through probate before. Here is a list of some important terms to know along with definitions. Administrator – A person named in the will and/or…

Can You Inherit a Loved One’s Debt?
201504.27
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Can You Inherit a Loved One’s Debt?

April 27, 2015 – This is a serious question for heirs, and particularly for couples who hold debt jointly. In most cases, a deceased person’s debts fall to their estate for payment. However, depending on state law, shared credit relationships and the amount of debt in question, surviving family members may be shocked to learn…

201503.11
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What is Estate & Tax Planning?

March 11, 2015 – Estate planning is the process of anticipating and arranging for the disposal of an estate during a person’s life. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses.

Estate Planning for Blended Families
201503.09
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Estate Planning for Blended Families

March 9, 2015 – Blended families can be such a wonderful thing! At the same time, blended families can also present special challenges in estate planning. Whether the second marriage follows a divorce or the death of a spouse, careful consideration of estate planning is highly recommended. You and your spouse may have children from…

Estate Planning – Secure Your Wealth in 2015
201502.05
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Estate Planning – Secure Your Wealth in 2015

February 5, 2015 – It’s a New Year and great time to review your existing estate plans to see if any changes need to be made! Staying current with your will, trust, and other estate planning tools will ensure that your wishes and goals are still being met. Many people think their estate plans are…

201409.26
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The 10 Essential Estate Planning Documents

1. Basic Will In a will, the most basic estate planning document, you spell out who gets your stuff when you die (otherwise the state decides, and it’s not always your spouse and/or kids), and who takes care of minor children (otherwise a judge decides). Nam an executor, who will administer your estate, and make…