Category: Estate Planning

Make It Last – Ep 120 – Annuity Application Walk-Through & Funeral Representatives

This week, Victor begins the show discussing funeral representatives and how laws have changed how it works today. Then, Victor switches gears and walks through an annuity application: how was it put together and what should you be looking for? Listen to the episode here! If you’re interested in attending our October 21st or October[...]

Make It Last – Ep 119 – Legal Risks of Living Together Unmarried After 50, Self Directed Investments, & Pension Buy-Outs

A potpourri of topics this week. In this episode, Victor explains the legal risks of living together, unmarried, after age 50. Estate planning laws favor couples who are married so what does that mean for everyone else? Then, Victor discusses an article that talks about the difference between people who are self directed in their[...]

Judge Jennifer S. Callaghan Considering New Wills for Aretha Franklin Estate

The judge, Jennifer S. Callaghan, will consider the new wills for the Aretha Franklin Estate at a hearing scheduled for June 17. Click here to read more.[...]

The Challenges of Estate Planning With Family Dynamics

Squabbling siblings, spendthrift heirs, and hostile step-relatives aren’t just the stuff of television drama. These characters often turn up in families, too, which can make estate planning challenging. Click here to read more.[...]

Estate Planning Myths That Refuse To Die

It can mean the difference between loved ones hoping they did right by you and knowing they carried out your wishes. Click here to read more.[...]

What You Need To Know About Estate Planning

Even If You Don’t Think You Have An “Estate,” You Have An Estate. Click here to read more.  [...]

Why It Makes Sense to Consider Your 2017 Taxes Now

Tax planning should always work in conjunction with your estate planning, and the end of the year is a great time to look ahead to the future with your taxes. It's easy to feel as though we're just at the beginning of the fourth quarter, but it's actually an excellent opportunity to look ahead to[...]

My Estate Planning is Complete: What Now?

You might assume that after you've taken the care to sit down with a knowledgeable estate planning attorney and articulate all of the relevant documents like a trust, a will and powers of attorney that your estate planning work is done and that all basis have been covered. Bear in mind that there are certain[...]

Top Questions Asked When Giving Your Money Away After You Pass Away

There is no doubt that most people want to engage in the process of estate planning with a mindful eye towards what they intend to provide their loved ones with. Asking critical questions well in advance of completing your estate planning process can help you ensure that you have covered all of your bases. If[...]

Successful Estate Planning Must Include Comprehensive Risk Management

It is hard for anyone to save money after taxes. This is because after the government takes their portion of the pie, a person who had a large asset now faces the task of deploying effectively what is left without worrying about unnecessary risks of market loss. Many people assume that if they have insurance,[...]

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