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Your Spouse Just Died … Now What?
In many relationships, it’s common for one spouse to play money manager and the other to take a more passive role. This, however, can lead to major complications, when the financially dominant partner dies first.
What Does Eddie Money’s Estate Look Like?
Best known for his hits ‘Two Tickets to Paradise’ and ‘Take Me Home Tonight,’ blue-collar rocker Eddie Money passed away on September 13, 2019, at the age of 70.
Business Succession and Estate Planning – two objectives with the same goals.
Thinking of exit and estate planning in tandem, allows owners to ask relevant questions to bring their entire picture into focus.
Estate Plan—or Lack of One—Will Have an Impact on How You are Remembered
Various studies show that most adults have not prepared a legal will. However, the point I’m really trying to make is that everyone has a will in a way—just not one that they have executed.
Why Women Have More Financial Insecurity Than Men as They Age
As a result, women tend to go into retirement with fewer assets, less home equity, lower retirement account balances and a higher debt load than men.
Be Prepared: Death Happens when We’re Not Looking
We often use the euphemism “getting hit by the bus” to begin the discussion and get our clients thinking about what the reality of that situation would look like, if they were suddenly no longer available.
What Should I Know About Medicaid?
For those who need healthcare or long-term care but lack the resources to pay for it, the United States government will provide this care for free.
Can I Protect My Daughter’s Inheritance from Her Loser Husband?
My daughter is getting married soon. What can I do to protect her inheritance after my death?
If My Mom Wants to Give Me Her House, Is It Better to Inherit or Buy It?
It is very common for parents in later years to consider gifting their home or other real estate to their children during their lifetime
How Can I Make Amendments to an Estate Plan?
Updating one’s estate planning documents involves changes to one’s trust, will and/or designation of death beneficiaries, as relevant. To be effective, such updates must be done correctly.