If you find your late mom’s safe had $100,000 but never added it to her assets, you need to report it, no matter how tempting
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How Much Inheritance Tax Did Grandma Leave Me to Pay?
Grandma just died without a will, and her husband, children, and siblings have all died. The remaining relatives need to consider not only the inheritance
Financial Tips for After the Split
Divorce can take a toll financially on both spouses, with this immediate financial burden resulting directly from the separation of the household. When a couple
A Life Change Means It’s Time for an Estate Planning Review
“Having an estate plan doesn’t mean that the job of protecting your family’s future (and present) ends.” If you have an estate plan in place,
Does a New Bundle of Joy Mean a New Bundle of Estate Planning?
“Will another baby affect your current will?” If you have a new baby and you already had estate planning documents completed when your first child
Stone Temple Pilots Frontman’s Estate at Center of Will Contest
“I love and miss him more than words could ever say.” In a career of nearly thirty years, Scott Weiland was best known as the
How Do I Leave my Social Media Account in My Will?
“You have to plan ahead… As more wealth moves into the cloud, good luck tracking this stuff.” Andrew Magliochetti always feared dying without an estate
Give Your Family a Strong Sense of Security
“No one wants to think about the possibility of a spouse passing away. But neglecting to prepare for that possibility makes life all the more
What To Do First When Inheriting
Even experienced financial advisors can get caught up in the complications of dealing with an inheritance. After receiving an inheritance from his mother that included
Plan to Talk Estate Planning Over the Holiday Meal
With Thanksgiving and the winter holidays coming up, there are at least two prime opportunities to get families all under one roof and talking. Estate
Estate Planning and Your Second Marriage
Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you
Estate Planning is a Process, Not a One-Time Event
Estate planning requires clients to prepare for a future they won’t be here to see. That idea can be disconcerting, so it’s no surprise that