“How do I disinherit someone?” This question comes up a lot more frequently than some people might imagine. Disinheriting a child, or anyone, from your estate plan, will, trust, or other assets is possible. However, take care to make sure you do so properly and we highly recommend professional assistance. Before making the decision to […]
Estate Planning
Do You Have an Estate Plan? “No, Because I Don’t Have an Estate.”
Do I need an Estate Plan? It was the spring of 2007 and Joe met with an estate planning lawyer for the first time. Joe was your average middle class guy. He was married to Sally and they had a little one on the way. Joe also shared custody of his daughter from a previous […]
Estate Planning, After a Divorce
Most marriages don’t start off with the end goal of divorce in mind. Unfortunately, nearly 1/2 of all marriages end in divorce. Divorce is a prevalent aspect of the American lifestyle and it can create major problems for your estate plan. Fortunately, fixing those problems is fairly easy with the help of an estate planning […]
I Just Received an Inheritance, Now What?
If you are reading this post because someone close to you recently passed away, then let me begin by saying I’m sorry for your loss. Losing a loved one is not easy, but it becomes even more difficult when you have to make decisions that can have lifelong consequences. The laws on property rights regarding […]
Who Should be the Beneficiary of Your Life Insurance?
Life insurance may be the most important risk management tool you have in your personal and business portfolio. It could be the capital your family needs to make sure a surviving spouse and children are well cared for after you pass. It could be a wealth transfer tool for families with a higher net worth. […]