How Does a Premarital Agreement Work?
October 20, 2023
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What’s a premarital agreement, how does it work, and what does Costner’s wife, Christine Baumgartner, stand to lose if she challenges theirs?
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Where Should You Turn for Advice When Spouse Passes?
October 15, 2023
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Losing your spouse can be a critical moment in your life, during which you’ll need support from friends and family and plenty of time to heal. You’ll also want to rally a trusted team of experts who can help a new widow through new and probably unwelcome territory.
What Should I Know About a Successor Trustee?
October 12, 2023
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A trustee is a person or entity who’s appointed to manage assets held in trust on behalf of a third party. There are few formal restrictions on who can serve as a trustee.
Why are Contingent Beneficiaries Important?
October 10, 2023
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When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
Is a Power of Attorney Really Necessary?
October 6, 2023
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A document usually included in an estate planning package is a financial power of attorney. What is a financial power of attorney?
Which Trust, Revocable or Irrevocable?
September 27, 2023
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There are important differences between the two types of trusts, including the amount of control you’ll have over your assets.
What Is a No-Contest Clause?
September 25, 2023
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No-contest clauses deter challenges to your estate plan. However, you might want to consider terms that allow for legit challenges related to undue influence.
Tasks to Be Done After the Death of A Loved One
September 22, 2023
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Even though the death of a loved one comes with unbearable grief, there are important tasks you must carry out as soon as you’re able.
How to Pass on Family Heirlooms with Fewer Estate Battles
August 31, 2023
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There are better—and often more creative—ways to plan and divide that can avoid family squabbles over cars, jewelry, furniture and household items.
Which Is the Best to Way to Transfer Wealth, Trusts vs. Wills?
August 28, 2023
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Take the squabbling between siblings you’ve had to endure and referee as a parent. Now multiply it times age and money. That might give you some idea of the need to make your final wishes clear when the time comes to divvy up your assets.
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