Posts by zola.support.team:
Alternative Living Arrangements: Two Options When It’s Time To Leave Your Home
There comes a time for many older people when, for various reasons, they must leave their homes. For some, moving in with children or other close family members is the …
- Posted on: Jan 21 2014
"Payable on Death" – Clearing Up Some Confusion.
The other day I overheard a couple talking about strategies for minimizing inheritance taxes. “Oh,” the man said, “if you designate your bank account as Payable On Death (POD) to a …
- Posted on: Jan 9 2014
Two Important Things for Beneficiaries To Keep In Mind.
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 …
- Posted on: Dec 13 2013
Three Cornerstone Concepts of Estate Planning
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. …
- Posted on: Oct 29 2013
Stepchildren, Stepparents, and Trusts.
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 – …
- Posted on: Oct 17 2013
Estate Planning for Young 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 …
- Posted on: Oct 10 2013
"Marital Limbo" and Estate Planning
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 …
- Posted on: Sep 30 2013
New IRS Rules Recognize Same-Sex Marriage
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 …
- Posted on: Sep 19 2013
Estate Planning – Interviewing an Attorney.
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 …
- Posted on: Sep 12 2013
So You’re Having A Baby! Important Estate Planning Considerations
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: …
- Posted on: Aug 29 2013