Blog - Page 36 of 38

Avoid Family Feuds through Proper Estate Planning

Posted on December 5, 2013

Avoid Family Feuds through Proper Estate Planning A family feud over an inheritance is not a game and there is no prize package at the end of the show. Rather, disputes over who gets your property after your death can drag on for...

How Much of Your Estate Will Be Left Out of Your Will?

Posted on November 25, 2013

How Much of Your Estate Will Be Left Out of Your Will? (It’s Probably More Than You Think) You’ve hired an attorney to draft your will, inventoried all of your assets, and have given copies of important documents to your loved ones. But...

Overview of the Ways to Hold Title to Property

Posted on November 15, 2013

Overview of the Ways to Hold Title to Property You are purchasing a home, and the escrow officer asks, “How do you want to hold title to the property?” In the context of your overall home purchase, this may seem like a small,...

Year End Gifts

Posted on November 5, 2013

Year End Gifts If you’re like most people, you want to make sure you and your loved ones pay the least amount of tax possible. Many use year-end gift giving as a way to transfer wealth to younger generations and also reduce the...

Should I Transfer My Home to My Children?

Posted on October 25, 2013

Should I Transfer My Home to My Children? Most people are aware that probate should be avoided if at all possible. It is an expensive, time-consuming process that exposes your family’s private matters to public scrutiny via the judicial system. It sounds simple...

Serving as an Executor?

Posted on October 15, 2013

What’s Involved in Serving as an Executor? An executor is the person designated in a Will as the individual who is responsible for performing a number of tasks necessary to wind down the decedent’s affairs. Generally, the executor’s responsibilities involve taking charge of...

Retirement Accounts and Estate Planning

Posted on October 4, 2013

Retirement Accounts and Estate Planning For many Americans, retirement accounts comprise a substantial portion of their wealth. When planning your estate, it is important to consider the ramifications of tax-deferred retirement accounts, such as 401(k) and 403(b) accounts and traditional IRAs. (Roth IRAs...

Overlooked Issues in Estate Planning

Posted on September 25, 2013

Top 5 Overlooked Issues in Estate Planning In planning your estate, you most likely have concerned yourself with “big picture” issues. Who inherits what? Do I need a living trust? However, there are numerous details that are often overlooked, and which can drastically...

Considering Online Estate Planning?

Posted on September 16, 2013

Considering Online Estate Planning? Think Twice The recent proliferation of online estate planning document services has attracted many do-it-yourselfers who are lured in by what appears to be a low-cost solution. However, this focus on price over value could mean your wishes will...

Guardianships & Conservatorships

Posted on September 5, 2013

Guardianships & Conservatorships and How to Avoid Them If a person becomes mentally or physically handicapped to a point where they can no longer make rational decisions about their person or their finances, their loved ones may consider a guardianship or a conservatorship...