How to Create a Successful, Multigenerational Wealth Transfer Plan
Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Don’t let your loved ones ...
Problems with Using a Joint Account as a Vehicle for Inheritance
When deciding who will inherit your assets after you die, it is important to consider that you might outlive the beneficiary you choose. If you have added someone to your ...
Leaving a Timeshare to a Loved One
Many of us have been lucky enough to acquire timeshares for the purposes of vacationing on our time off. Some of us would like to leave these assets to our ...
If You Die Without a Will, Does Your Spouse Inherit Your Entire Estate?
If you are married and you die without a Last Will and Testament, you may mistakenly believe that your spouse will still inherit your entire estate. Not so fast. Who ...
What’s up in Washington?
On April 16 the United States House of Representatives passed, by a vote of 242 to 179 House Resolution 1105 entitled “Death Tax Repeal Act of 2015”. The vote was ...
How to Minimize Legal Fees after Death
Death is a costly business. Aside from funeral expenses, legal fees can take a big chunk out of how much is left for your loved ones after you’re gone. But ...
Happy Mother’s Day Weekend
Mother’s Day is a holiday honoring motherhood that is observed in different forms throughout the world. The American incarnation of Mother’s Day was created by Anna Jarvis in 1908 and ...
Happy Cinco de Mayo
Cinco de Mayo—or the fifth of May—commemorates the Mexican army’s 1862 victory over France at the Battle of Puebla during the Franco-Mexican War (1861-1867). A relatively minor holiday in Mexico, ...
Happy Administrative Professionals Day
Administrative Professionals Day and Administrative Professionals Week are widely observed in many workplaces in the United States and other countries around the world. The first National Secretaries Week was organized ...
Happy Earth Day
Founded in 1970 as a day of education on environmental issues, Earth Day is now a global holiday. The brainchild of Senator Gaylord Nelson and inspired by the antiwar protests ...