Don’t Let the State Distribute Your Assets October 7, 2011 - Andrew Smith Dying without a will means many of your assets will pass according to your state’s intestacy laws. These laws establish... Read More Estate Planning, Wills and Trusts
How the “Funeral Rule” Protects You October 5, 2011 - Andrew Smith A funeral may be the last big purchase you make in life. It’s not unusual for a funeral today to... Read More Estate Planning, Funeral Planning
Are All Assets “Probate” Assets? October 3, 2011 - Andrew Smith The word “probate” is often associated with estates. But not every asset that passes to your estate is a probate... Read More asset protection, Estate Planning, Financial Planning
Reducing the Risk of Estate Litigation September 30, 2011 - Andrew Smith One of the goals of estate planning is to ease the burden of your passing on your loved ones, while... Read More Estate Planning
What You Should Know About Wills, Trusts and Probate September 21, 2011 - Andrew Smith Part one of two If you’re a senior you’ve probably have had the time to think about leaving things to... Read More Estate Planning, Wills and Trusts
The Living Will as Compared to a Living Trust September 19, 2011 - Andrew Smith Many people interchange the terms Living Will and Living Trust, but they are much different from each other. A Living... Read More Estate Planning, Wills and Trusts
IRAs and Beneficiaries – an Important Checkup September 16, 2011 - Andrew Smith Part two of two In part one we talked about re-visiting your IRAs from time to time, especially as life... Read More Estate Planning, Retirement Planning
Re-Visit Your IRA Beneficiary Designations From Time to Time September 14, 2011 - Andrew Smith Part one of two Many working or retired adults have at least one IRA; some have several. When you opened... Read More Estate Planning, Retirement Planning
How to Avoid Probate And Optimize the Value of Your Estate September 12, 2011 - Andrew Smith If you’ve ever been to court, you know that it can be a daunting experience. In court, only certain things... Read More Estate Planning, Probate
No Will? You’re Not Alone. But Not Having One Can Lead to a Lot of Problems September 9, 2011 - Andrew Smith No Will? You’re Not Alone. But Not Having One Can Lead to a Lot of Problems Some people pass away... Read More Estate Planning, Wills and Trusts
Estate Planning is Mainly for the Wealthy, Right? September 5, 2011 - Andrew Smith A lot of people feel that Estate Planning is mainly for the wealthy. Of course, the term “wealthy” can mean... Read More Estate Planning
Lessening the Burden on Your Family After You Die September 2, 2011 - Andrew Smith After a loved one passes away, the family is often left to deal with not only the grief of the... Read More Estate Planning