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Estate Planning
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How Do Transfer on Death Accounts Work?
Transfer on death (TOD) accounts can keep your estate planning intact, while keeping your beneficiaries out of court. If you’re among the 57% of adults who don’t currently have a will or trust, your family is likely headed to probate court.
Estate Planning
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Does Having a Will Avoid Probate?
Many people I talk to are shocked to find out that having a Will doesn’t mean you’ll avoid probate. In fact, unless you die with no debt and no assets, a Will makes it very likely your estate will be subject to probate. So, why …
Estate Planning
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Billionaire Conrad Prebys’s Son Gets $15M after Being Disinherited
Almost three years after San Diego developer and philanthropist Conrad Prebys died, a court fight continues over control of his $1 billion estate.
Estate Planning
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Understanding Your Trust Document
The more you read the trust, the more familiar you will become with the key provisions.
Elder Law
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Why is an Advance Directive so Important with Dementia?
When it comes to the prospect of dementia, advance directives are critical because the disease is progressive.
Estate Planning
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How Can a Collector Leave a Legacy?
The key to avoiding bitter conflict among heirs, is to have candid discussions well before the reading of the will.
Estate Planning
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Filing Estate Taxes for a Deceased Family Member
When a financially comfortable loved one departs, a bevy of tax issues can come into play.
Elder Law
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Are Your Estate Planning Documents Age-Appropriate (Part 2)
In Part 1, we met Joe and Claire, now age 65, and reviewed their need for age-appropriate health care and decision-making documents. We left off with the question, “What planning can Joe and Claire do now to prevent losing everything in the event their health …
Elder Law
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Are Your Estate Planning Documents Age-Appropriate? (Part 1)
Twenty years ago, Joe and Claire, age 45 at the time, went on their first vacation without their kids since they were married. They had no estate planning documents in place, and had to scramble quickly to get a simple Will and Power of Attorney …
Elder Law
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Having the “Someday” Talk with Parents
Almost every day I hear someone mention the topic of caring for aging parents. It seems only yesterday that my friends and I were swapping colic-coping methods, survival techniques for the terrible twos and picky eater solutions.
You wonder whether your granddaughter will think of you fondly when you’re not around anymore.
You want to make sure someone will love and care for your dog, horse, or parrot when you can’t.
Your spouse doesn’t share your love for guns, and you fear your collection could be sold for almost nothing – or even destroyed – instead of being passed on to your children or others who share your passion.
