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May
Choosing the Ideal Trust for Your Wishes
The term estate may bring to mind mansions, vast fortunes, and a level of wealth that many people do not possess. This misconception may lead to the false impression that estate planning is only for the rich and famous, discouraging those with more modest means from seeking profe...
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May
Beneficiary and Transfer-on-Death Designations: Are You Doing It Right?
Do you know which of your accounts have beneficiary designations, sometimes called transferon-death (TOD) or payable-on-death (POD) designations? Have you updated them recently? Are you aware of what can go wrong if there are issues with your beneficiary designation forms? If you...
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May
Is Outright Distribution the Perfect Fit for Your Loved Ones?
Although Americans are living longer and spending more time—and money—in retirement, many parents intend to leave an inheritance to their children. The exact amount can vary greatly depending on individual circumstances and wealth levels, but even a small inheritance...
View More09
May
The Trust Protection Myth: Does Your Revocable Trust Really Protect Against Lawsuits?
Many people mistakenly believe that once they set up a revocable living trust and transfer ownership of their accounts and property into the trust, those assets are protected from lawsuits. Unfortunately, this is not true. While revocable trusts can safeguard your beneficiaries&r...
View More06
Mar
Should Your Child’s Guardian and Trustee Be the Same Person?
If you have overheard any estate planning discussions, you have likely heard the words “guardian” or “trustee. ” In estate planning, deciding who will ultimately be tasked with caring for your minor child or managing funds for their benefit is an important...
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Mar
Do It Now: Name a Guardian for Your Minor Children
We know it is difficult, even horrific, to imagine someone else raising your children. However, you must consider who you would choose to fill this important role. Otherwise, a judge—a stranger who does not know you or your wishes, your child, or your relatives and friends&...
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06
Mar
What to Do with Grandma’s Ring: Dividing Personal Property in an Estate
If you have a beloved late grandmother, many images and memories may come to mind when you reminisce about her. You might picture her at her home or at the family vacation house during the holidays. Your memory could be a special meal that only she prepared for you or a place she...
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06
Mar
“Reel” America: Celebrating National Movie Month
An Estate Plan Is Your Script to a Lasting Legacy“We are all storytellers, and we are the stories we tell,” wrote American psychologist Dan McAdams. Narrative thinking refers to how we view our own role in the story of our lives. It is a more formal way of describing...
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06
Mar
The Perils of Joint Property
People often set up bank accounts or real estate so that they own them jointly with a spouse or other family member. The appeal of joint ownership, specifically with survivorship rights, is that when one owner dies, the other owner(s) will automatically inherit the property witho...
View MoreCategories: Estate Planning Trust Administration
06
Mar
Won’t My Spouse and Kids Inherit Everything When I Die?
You may think that if you die while you are married, everything you own will automatically go to your spouse and children. But you are actually thinking of state rules that apply if someone dies without leaving a will. In legal jargon, this is referred to as dying intestate. In t...
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