Posts From 2013

So, your mother passed away, and your older brother was named Executor in her Will.  Being the Executor is not an easy job.  Among other things, it involves: 1. identifying and ...

Probate assets, non-probate assets, gross estate – these are all important terms that you need to understand when doing estate planning.  However, for most of us, it’s all very confusing. ...

Many people today get divorced or lose a spouse and then remarry.  And, in many cases, people who remarry have children from prior marriages.  This results in blended families – ...

You’re married, or single, with young children, and your primary focus is on the family, on the here and now  –  providing for the essentials and giving your kids the ...

Many couples remain legally married while, for all intents and purposes, they’re separated.  The may not have gotten a divorce, and they may still own property jointly.  They may even ...

The Internal Revenue Service and the U.S. Department of the Treasury ruled in August 2013 that same-sex married couples will be treated as married for all federal tax purposes.  This ...

I had an interesting meeting with a married couple the other day.  The husband had designated his wife as the Executor to his Will and she had designated him as ...

Expecting a baby is a momentous occasion.  There are so many wonderful things coming your way.  But, in the excitement of it all, one very important area may be overlooked: ...

Many people worry about end-of-life medical decisions that may be made on their behalf by others.  To address this concern, a Health Care Directive (also known as a Living Will) ...

In a previous post, we discussed Social Security (SS) Spousal Retirement benefits.  Today we will be discussing Social Security Divorced-Spouse Benefits. 1. The best way to explain how SS Divorced-Spouse benefits ...