How Does a Spousal Lifetime Access Trust Work?
Different people have different needs, and for most people, starting with basic legal documents, such as a will and power of attorney, are a great place to start and can make a big difference.
READ MOREWill In-Laws Inherit If I Don’t Have a Will?
When someone passes away, whether unexpectedly or not, it can raise questions about who will inherit what. Specifically, you might be wondering whether in-laws have a right to any of the assets of the deceased person.
READ MORECan I Keep Stepchildren Out of Estate Plan?
Estate planning is nearly always worthwhile but can be extra important when you have stepchildren.
READ MOREWhat to Do When a Spouse Dies
Unfortunately, during the grieving process surviving spouses also need to navigate the complex financial issues that arise after the death of their partner.
READ MOREDo Heirs Have to Pay Debts from an Estate?
First, debts in a person’s estate are payable from the decedent’s assets in the course of administering their probate estate or administering their living trust estate.
READ MOREWhy Everyone Needs a Will and an Estate Plan
Estate planning is the process of anticipating and arranging for the management and disposal of a person's estate during the person's life in preparation for a person's future incapacity or death.
READ MORESingles Need Estate Planning to Protect During Lifetime
You’re single, and you don’t have an estate plan or even a will. Perhaps you think you don’t need either because you’re not wealthy and don’t have children.
READ MOREShould You have a Pet Trust Created?
Specialized pet trust law has developed because of the huge popularity of pets in this country, and the strong desire of pet owners to provide for their pets, even after the owner's death.
READ MOREEstate Planning for Blended Families
There are many different configurations of blended families. However, they are generally made up of married couples who have children from previous marriages or relationships.
READ MOREShould You Convert to a Roth IRA?
If you have a Roth IRA, you may be planning to use it as part of your retirement income.
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