Posts by zola.support.team:
Testamentary Trusts – Controlling Your Assets After Your Gone!
Preparing your Last Will and Testament (the Will) is critical for helping insure that your wishes are respected after you’re gone. Married couples with children may have special concerns regarding …
- Posted on: May 5 2015
Step-Parents and Stepchildren – Keeping the Peace After You’re Gone
A family feud between Robin Williams’s widow and his children from prior marriages has received a lot of press. A major issue in this feud involves Mr. Williams’s tangible personal …
- Posted on: Apr 23 2015
My Husband Just Died And Debt Collectors Are Calling!
Susan went through a very hard time when her husband, Steven, died. Not only was she grieving the loss of her husband, but she had to deal with so many other …
- Posted on: Jan 13 2015
Congress Passes Tax-Favored Savings Accounts for Special Needs Individuals!
Alex, a 30-year old man with Down syndrome, has cause to celebrate today. As a Special Needs individual, Alex receives Medicaid and Supplemental Security Income (SSI). However, these federally funded …
- Posted on: Jan 6 2015
Inheriting an IRA – Rules for Averting Huge Taxes!
When his 75-year-old father died, forty-year-old John inherited his father’s $1 million traditional Individual Retirement Account (IRA). John wasn’t sure what to do with all that money. So, he contacted the …
- Posted on: Dec 9 2014
Your Father Died Without A Will. What Happens Next?
In our last post, we discussed problems that may arise if a person dies intestate (without leaving a Will). In this post, we discuss the process for administering and distributing …
- Posted on: Nov 4 2014
When There’s No Will, Problems May Arise
A critical part of estate planning involves preparing your Will. Doing so helps ensure that your estate will be distributed to your heirs according to your wishes. Unfortunately, many people …
- Posted on: Oct 21 2014
Estate Planning – Questions About Tangible Personal Property
Preparing a Will enables you to direct how and to whom your estate will be distributed once you’re gone. Your estate is comprised of your intangible personal property (including cash, IRA’s, …
- Posted on: Oct 21 2014
Estate Planning: Telling your Children What You’re Planning and Why
A critical part of estate planning involves identifying your beneficiaries, and specifying what they will inherit. Parents (particularly those who are widowed or divorced) often designate their children as beneficiaries. …
- Posted on: Oct 7 2014
The Perils of Inconsistencies Between Divorce Decrees and Beneficiary Designations.
The standard language in divorce decrees regarding each party’s obligation to maintain life insurance for the children of the marriage is, in many instances, not sufficient to protect the intended …
- Posted on: Aug 28 2014