What If Account has No Named Beneficiary?
My wife died and left a bank account with no beneficiary. The bank tells me I have to go through probate. I inherited everything else. What do I have to do?
November 15, 2021
Before They’re Gone—Estate Planning Strategies
If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before new legislation passes, you undoubtedly will receive these over the next few months.
November 12, 2021
Some of the most famous (or infamous) estate planning mistakes
If you do not learn from your mistakes, you are doomed to repeat them. In Estate Planning, if you do not learn from other’s mistakes, you are likely to repeat them.
November 9, 2021
What are Some Sure Signs of Dementia?
It can be scary, to not trust your own mind. That is the betrayal sufferers of dementia feel every day—and there are many of them. “Of those at least 65 years of age, there” are “projected to be nearly 14 million by 2060,” says the CDC.
November 9, 2021
How Can I Pass Wealth to My Children and Grandchildren?
Inherited assets come with benefits, along with some burdens
November 9, 2021
What Do Elder Law Attorneys Do?
Elder law attorneys can help with a long list of legal matters that seniors often face…
November 3, 2021
Should I Ask Mom and Dad about Their Finances?
There are now more than 70 million Baby Boomers in the U.S. However, millions of adult children may not be prepared to make important decisions about their parents’ future if necessary, because of a lack of knowledge about their parents’ finances.
November 3, 2021
Why Do Families Fail when Transferring Wealth?
Over the next 25 years, analysts anticipate $68 trillion to be passed down to younger generations and charities. While the importance of legacy planning is not limited to the forthcoming Great Wealth Transfer, it does spotlight the significant amount of wealth that has been created, primarily by Baby Boomers, and the need to transition these assets thoughtfully.
November 3, 2021
Estate Planning Mistakes to Avoid
According to a Caring.com survey, only 4 in 10 American adults have a will or a living trust. And what may be even more surprising is that younger adults are outpacing their middle-aged and older counterparts when it comes to estate planning.
November 3, 2021
How Do I Write a Will?
Dying without a will can be costly and eliminate your ability to plan or provide for loved ones.
October 22, 2021
