Thanksgiving is almost here. This is the time of year when friends and family gather over good food and great fellowship. We know that thinking about accidents, illness, tragedy and death is not easy. We also know that talking about it can be even more difficult. But the conversation is critically important and one we [..]
Joint Tenancy vs. Estate Money The Estate of O’Connor case came before the court to answer the question often asked and that is, when an elderly person dies with a bank account held in joint tenancy, who owns the money? The decedent’s estate or the co-owner of the account? Here are the facts… Creation of Living [..]
Six numbers. That’s it. Six numbers and you’re a billionaire! You probably already know exactly what you would do with the money. Maybe pay off your debt. Perhaps buy something expensive. You’d invest some. Donate some to charity, right? But if you ever plan to win the lottery, you’ll want to have a plan first. Here [..]
The Pros & Cons of No Estate Plan You’ve heard that you need a will or living trust, but you aren’t quite sure why. You remember Aunt Sally who died without a will and can’t remember any consequences. Things seemed to resolve on their own and it was no big deal that she didn’t have [..]
Have you done any estate planning? If the answer is no, you’re not alone. In fact, Whitney Houston did not draft a will until 6.5 years after her marriage to Bobby Brown. Bobbi Kristina was one month shy of six years old. Houston’s Estate Plan When Houston did, she executed a very simple 16-page will [..]
