wealth
How to Talk to Mom and Dad about Creating an Estate Plan
Conversations about death and dying are rarely fun. Most people avoid them because they invoke feelings about our inevitable demise. Broaching this…
Estate Tax Returns—Not as Scary as They Sound
When an individual passes away, tax issues are one of the many things that must be considered. For most individuals who pass…
Why Your Heirs or Beneficiaries May Receive a Smaller Inheritance Than You Thought
Although it is rare for anyone to look forward to the passing of a loved one, many people cannot help wondering about…
You Inherited a Retirement Account: Now What?
For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts. Indeed, doing…
My Loved One Has Died: As an Heir or Beneficiary, Do I Need an Attorney?
You just found out that your favorite aunt, Aunt Melba, has died. In the midst of your grief and sadness, you receive…
The Recipe for a Satisfying Estate Plan
Misconceptions about who needs an estate plan abound. Most people believe that estate planning is only for extremely wealthy business moguls or…
Special Estate Planning Considerations for Art and Other Collections
Many people have collections about which they are quite passionate: The collections may be very valuable, for example, art collections, coins, stamps,…
Ways to Avoid Family Fights over Your Property
Ask a group of friends if they have experienced a family fight over property after a loved one has died, and you…
Legal Requirements to Consider When Selecting an Executor
The person you choose to be your executor (sometimes called a personal representative) will play an extremely important role, as that person…
Three Legal Strategies When Facing a Major Health Event
What You and Your Family Need to Know Receiving a health diagnosis or learning that you need to undergo major surgery can…