by Carol Grant | Oct 7, 2021 | Estate Planning, Will
For most families, estate planning is a relatively straightforward task, protecting loved ones and preparing to distribute assets. If there is an estranged child the relational issues for estate planning are more complex. According to the article from The...
by Carol Grant | Oct 3, 2021 | Estate Planning
When beneficiaries receive their inheritance in their own names, a legacy becomes vulnerable to creditors, lawsuits, divorce and a second estate tax when they die. Complicating matters further, if the heir receives means-tested government benefits, their benefits may...
by Carol Grant | Sep 27, 2021 | Estate Planning
If you’ve been working for a while, you have an estate. If you’ve been working for a long time, you may even have a sizable estate, and between your home, insurance, and growing retirement funds, your estate may reach the million-dollar mark. That’s the good news. But...
by Carol Grant | Aug 30, 2021 | Elder Law, Estate Planning, Will
While estate planning for couples with no children seems like it would be very simple, the opposite is almost always the case, according to this informative article titled “Three keys to estate planning for couples without children” from The News-Enterprise. Married...
by Carol Grant | Aug 11, 2021 | Estate Planning
A last will and testament is the basic document of an estate plan, which is how you direct assets according to your wishes after you have died. However, there are certain things that do not belong in a will, and it’s important to know what they are. Mistakes can lead...
