What’s Happening with Tom Petty’s Estate?
A legal battle between Tom Petty's widow and his two daughters is reportedly holding back the release of the expanded...
Category: Trusts
Discover how trusts can protect assets, avoid probate, and ensure your wishes are followed.
Celebrity Estate Battles Provide Valuable Lessons on Estate Planning
The biggest issues in inheritance and estate planning battles stem from Alzheimer's disease, widowed stepmothers, and estate...
Wills v. Trusts: What’s Right for Your Estate Planning Needs?
While we are young, many of us neglect to consider what will happen to our family and property after we pass away. Youth...
What is the Best Way to Leave an Inheritance to a Grandchild?
While everyone from brand new parents to great grandparents can benefit from the advice of a competent estate planning...
Making an IRA Part of the Estate Plan
You're hoping to leave your loved ones a nice legacy and something that can enhance their financial security or help them...
In Estate Planning Does Anyone Really Need a Trust?
The simplest definition of trust is a three-party fiduciary relationship between the person who created the trust and the...
How Do I Include Retirement Accounts in Estate Planning?
While most estate planning focuses on the physical property, like your home, and liquid assets, such as investment accounts,...
How Do I Handle an Inherited IRA?
With an inherited IRA, in many cases, the parent is the original beneficiary and the children are the successor...
Estate Planning Review for 2019
Your estate plan has a big impact on your finances and should be considered as important as your investment portfolio, says...
Why Do I Need an Estate Plan?
Estate planning isn't only for the rich. Without a plan in place, there could be a long-lasting impact on your loved ones,...