While many don’t think of it, starting a new job does, in fact, have an affect on your estate plan. Depending on your company’s onboarding process, there can be a lot of moving parts. You may feel overwhelmed by the introduction and review of the many different types of employee benefits. Not only are there…
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Estate planning tools for unmarried partners are essential. Unless you plan properly, your partner will not receive any of your money or property when you pass away and will be unable to care for you when you most need it. Instead of your partner, your family members will be in charge of your financial and…
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Estate planning for unmarried couples can be critical. According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner, up from 3 percent in 1995. 1 More people such as yourself are entering long-term committed relationships without getting married. Unfortunately, many state and federal…
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When it comes to estate planning for unmarried partners, there are several options to consider. Depending on the value of your money and property, your desired level of protection from your partner’s creditors, and other factors unique to your situation, one or more of these strategies may be beneficial. A word of caution: regardless of…
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Creditors threat inherited retirement accounts and many don’t know what to do about it. Check out our latest blog for what you need to know, and what you can do about creditors who threat inherited retirement accounts. Do you have an individual retirement account or other type of retirement account that you plan to leave…
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Protecting your retirement accounts is important, though many seem to put it off until the last minute. This can be disastrous, but it doesn’t have to be. Check out our latest blog below to learn the five reasons why you should be protecting your retirement accounts now. Your retirement account provides asset protection during…
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Standalone retirement trust: An easy solution to a potentially difficult problem. In this blog, we’ll help you better understand what an SRT can do for you! Although spouses receive special treatment when inheriting a retirement account such as an IRA (the ability to roll over the account into a personal retirement account and to stretch…
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Best places to visit in Arizona? We’ve got you covered! Throughout this month, we will be posting a series of blogs as a newcomer’s guide to Arizona! While we know that many have chosen our great state as their new home, it’s always helpful to share our useful information about Arizona to those who might…
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Judge Rules Against Britney Spears’ Father In Conservatorship Dispute It has been 13 years since singer Britney Spears, now 39, was placed under a legal conservatorship that removed her control over her own finances, career and well-being. In a hearing Thursday in Los Angeles Superior Court, Judge Brenda Penny continued that arrangement — but overruled…
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Larry King’s wife, son on opposite sides in court battle over late talk-show host’s handwritten will Control of Larry King‘s estate is pitting his family members against each other in court. Shawn King, wife of the late, legendary talk-show host, sought to block efforts by his son, Larry King Jr., to administer an estate valued at…
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The passing of a loved one is never easy, especially when it comes to addressing the more technical side of things. We hope that we can make the process easier for you. How your accounts are owned makes a big difference in estate planning. The main objective is usually to ensure that no accounts and…
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The death of a loved one is never easy. Regardless of your relationship with the deceased (blood relative, life partner, or close friend), you need space and time to process and grieve your loss. Once you have had time to cope with all that has happened, you should consider updating your estate plan in light…
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