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How to Shop for a Life Insurance Policy

June 9, 2022

It sounds morbid, but when you’re shopping for a life insurance policy, insurers want to know the answer to one question: What’s your life expectancy?

Estate Planning

Is Putting a Home in Trust a Good Estate Planning Move?

June 8, 2022

Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.

Estate Planning

When a Spouse Dies, Does Survivor Get Their Social Security Benefits?

June 7, 2022

When you’re gone, your spouse’s income will take a major hit–one that can be worsened significantly, if you make the wrong decision about when to claim.

Estate Planning

What If You Don’t have a Will?

June 6, 2022

A recent survey estimated that 68% of people die without a will. The consequences of dying without a will (‘intestate’) can be disastrous.

Estate Planning

Half of Americans Making More than $100K Don’t Have a Will

June 1, 2022

Among those who do not have an estate plan, 63% said that they have considered creating one in the past and 46% said they do not know how to start.

Estate Planning

What Is a Power of Attorney?

May 31, 2022

A power of attorney is a legal document with which a principal authorizes an agent to act on the principal’s behalf and for the principal’s benefit.

Estate Planning

Should I Have a Roth IRA?

May 30, 2022

Roth individual retirement accounts allow you to pay income tax on your retirement savings upfront, so you won't be stuck with a tax bill in retirement when you can least afford to pay it.

Estate Planning

Can You Inherit a House with a Mortgage?

May 27, 2022

Dealing with the loss of a loved one is never easy. When inheritances, homes, estates and mortgages are involved, tensions can run high within a family. It is easy to get lost in the paperwork and terms.

Estate Planning

Can a Family Limited Liability Company Reduce Estate Taxes?

May 26, 2022

These vehicles let a family manage multiple interests, preserve parental control and protect assets from claims of creditors and divorcing spouses, among other benefits.

Estate Planning

Why Is Communication Important in Estate Planning?

May 25, 2022

For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.

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Estate Planning and Probate Blog

How to Shop for a Life Insurance Policy

Is Putting a Home in Trust a Good Estate Planning Move?

When a Spouse Dies, Does Survivor Get Their Social Security Benefits?

What If You Don’t have a Will?

Half of Americans Making More than $100K Don’t Have a Will

What Is a Power of Attorney?

Should I Have a Roth IRA?

Can You Inherit a House with a Mortgage?

Can a Family Limited Liability Company Reduce Estate Taxes?

Why Is Communication Important in Estate Planning?

Hablamos Español!