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What Key Estate Planning Terms Should I Know?

Estate planning is an incredibly important tool, not just for the uber wealthy or those thinking about retirement. On the contrary, estate planning is something every adult should do.

Posted on: November 25, 2020

What Do I Need to Do after the Death of My Spouse?

The death of your spouse is a period of unimaginable grief. Unfortunately, there are many legal and financial obligations that will not wait.

Posted on: November 20, 2020

Do I Need to Name a Guardian for My Children in the Will?

Why naming a guardian for your child is important.

Posted on: November 19, 2020

What are the Responsibilities of a Trustee?

A trustee is a manager of assets in a trust. The grantor creates the trust and appoints the trustee. A trustee has a ‘fiduciary duty’ to serve the grantor and not benefit personally.

Posted on: November 16, 2020

How Do I Know If Mom Left Me Her IRA?

My mother and father had retirement funds. My father passed and it went to my mother. My mother got remarried and she had a will when she died. My stepfather is to get what they agreed upon. She never made him the beneficiary of that retirement fund that was between my mother and father., However, when I asked to see the amount of this fund, the executor would not produce it. How can we find out the amount?

Posted on: November 11, 2020

Act Quickly to Protect an Estate

When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.

Posted on: November 9, 2020

How Much Power Does an Executor Have?

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

Posted on: November 5, 2020

Protect Your Estate with Five Facts

The inheritance you leave could be eaten away by taxes or given to the wrong person. Here are five tips to avoid that.

Posted on: October 30, 2020

How Important Is Avoiding Probate?

Probate is a process to transfer the assets after someone dies. For example, when a homeowner passes, probate allows for the home to be sold or transferred, if necessary, even though the owner is no longer alive to sign a deed.

Posted on: October 29, 2020