You've brought it up before. Maybe it came up after watching a friend go through something hard, a probate process that dragged on for years, or a family left scrambling without the…
The call came four days after her husband died.
A client forwarded me a CNBC article last week with a note: "Does this affect our trust?"
She found the notebook in the top drawer of her mother's desk. Six pages. Every account. Every password. Username, password, recovery question. Her mother had been organized her whole life, and the…
She had been filing taxes the same way for thirty years. Married filing jointly. Two incomes, two Social Security checks, one tax return. When her husband died, she assumed very little about…
If something happened to you tomorrow, would the people you love know what to do? Would they have the legal authority to do it?
You fall in love later in life. You marry. You start over.
After you're gone, your family won't just be grieving. They'll be making phone calls, hunting down accounts, and navigating a legal process that no one told them about.
You've probably heard that trusts help families avoid probate court and protect assets for the people you love. Maybe you've even talked to a lawyer who mentioned including a trust in your…
When planning for your death, there’s one issue you may not have thought about, but is so important to your beneficiaries: will your loved ones have to pay taxes on what you…