Myths and Frequently Asked Questions: Estate Planning for First Responders
Myth 1: I can do estate planning any time. I do not need to worry about it right now. Tragedy can strike at any time. Putting your life on the …
Myth 1: I can do estate planning any time. I do not need to worry about it right now. Tragedy can strike at any time. Putting your life on the …
It is okay to not be okay. Removing the stigma of mental health starts with realizing that many people—about one in five of all US adults–are affected by mental illness. …
Myth #1: Because we are married, we must use a joint trust. When considering a trust-based estate plan, which has benefits such as privacy and probate avoidance, you and your …
Parents strive to make their children feel equally valued as reflected in the fact that, when setting up an estate plan, parents typically divide their accounts and property equally among …
Most states have laws that prevent someone who has intentionally killed another individual from being able to inherit any property from their victim.[1] In general, these laws are referred to …
Occasionally, a person who has completed an estate plan with their lawyer may be surprised to discover a reference to Joseph P. Kennedy and his descendants buried deep within their …
Myths Myth: Individual retirement accounts (IRAs) are exempt assets in bankruptcy. Fact: The federal Bankruptcy Code protects up to $1 million of assets (adjusted for inflation every three years) held …
A loved one’s passing is felt by their entire surviving family. But when it comes to carrying out the decedent’s final wishes, not everyone has an equal say. In fact, …
A comprehensive estate plan consists of several documents that accomplish three important things. First, they lay out your wishes for the handling of your money and property during life and …
Clients often naturally choose their children to be beneficiaries of their revocable living trusts. Many clients also wish to name one or more of their children as the trustee of …