#estateplanning 2/2

Jul 14, 20162 min read

Should I Fear Probate?

Probate creates a public record of the will. It’s the process after death whereby a will is presented to the probate court to be...

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Jul 12, 20162 min read

Will My Heirs Be Hit with a Double-Whammy: State Estate Taxes Along with Federal?

The estate tax is a tax on property transferred at your death, and recent changes in the tax laws have increased the amount that you are...

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Jul 7, 20162 min read

Retirement Planning 101

If you plan to retire in the next 20 years, you need to start looking at your options and plan to make more informed decisions about your...

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Jun 14, 20161 min read

Farewell, Sweet Prince: Another Celebrity Estate Planning Disaster

The sister of the late rock star Prince told the press that the 57-year-old Minnesotan has no known will. She recently has filed court...

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Jun 2, 20162 min read

Do I Need a Prenup?

A recent Business Insider’s article, “Ask a Financial Planner: ‘What should I include in a prenup?’,” says that the first thing to do is...

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May 26, 20162 min read

While Not Sexy, Life Insurance can Really Help with Estate and Financial Planning

US News’ recent article, “Pros and Cons of Whole Life Insurance,” says that life insurance is often an afterthought. In reality, life...

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May 25, 20162 min read

Growing Trend of Challenging Wealthy Seniors’ Capacity in Court

The messy legal dispute over the mental health of media mogul Sumner Redstone is an example of the growing trend of litigation that...

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