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Estate Planning

Financial Planning

Common-law estate planning

If you need the money to pay bills, follow these steps

Common-law estate planning
will

Financial Planning

The one thing your will doesn’t always decide

When it comes to investments, naming a beneficiary may supersede a will

The one thing your will doesn’t always decide

Financial Planning

Who gets what in a blended family with no will?

There are no guarantees of who will inherit the estate

Who gets what in a blended family with no will?

Retirement

Retirees need to start thinking ahead

There seems to be some big-time denial of the inevitable going on

Retirees need to start thinking ahead

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avoid probate

Financial Planning

Help your parents avoid probate

Should you buy your parent's home to dodge probate?

Help your parents avoid probate
will

Investing

Investing as power of attorney

Selling his mother's house will leave Frank with $140,000 in proceeds. Here's what he should do with the money

Investing as power of attorney

Financial Planning

Can my son challenge my will?

Anna wants to leave her entire estate to her daughter

Can my son challenge my will?

Financial Planning

Joint tenancy vs. tenants in common

You can jointly own assets in two ways. Remember, each has different estate planning and tax implications

Joint tenancy vs. tenants in common

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Financial Planning

Financial contracts with family

Angela and her husband are buying out their in-laws’ home

Financial contracts with family

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