Why Have a Joint Revocable Trust?
If you’re married, you are eligible to use a joint trust instead of having individual trusts. This…
How Do I Know If Dad is a Victim of Elder Abuse?
According to the National Council on Aging, about five million seniors are financially exploited each year by…
Does ‘Gray Divorce’ Fit into Estate Planning?
According to the Pew Research Center, the divorce rate has more than doubled for people over 50…
Is Putting a Home in Trust a Good Estate Planning Move?
A typical estate at death will include a personal residence. It’s common for a large estate to…
What Is a Pour-Over Will?
A pour-over will is a particular kind of will created to work with a trust, with a…
What If You Don’t have a Will?
A will is a written document stating wishes and directions for dealing with the property you own…
Half of Americans Making More than $100K Don’t Have a Will
About 70% of participants in a new survey from Wealth, an estate planning platform, said that they…
Can You Inherit a House with a Mortgage?
Inheriting a home with a mortgage adds another layer of complexity to settling the estate, as explained…
Can a Family Limited Liability Company Reduce Estate Taxes?
Family LLCs are used to protect assets, reduce estate taxes and more efficiently shift income to family…
Should You Update Your Estate Plan?
Some reasons to update your will are more obvious than others, like marriage, divorce, remarriage, births and…