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Who Gets My Bank Account When I Die?

After you die, several things can happen to your bank account, depending on your account type, how you’ve set up your account before your passing and whether you’ve set up a will or trust.
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Critical Exclusions for Your Will: Items to Avoid Including

Writing a will is not as simple as just slapping together a list of desires. However, there are some things you should not put in your will.
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What Estate Planning Documents Do Your Caregivers Need?

One of the most difficult—and emotional—parts of caregiving can be having discussions about the legal side of aging.
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What If Your Beneficiary Is Missing?

Locating missing heirs after the death of their benefactor can require detective work worthy of Sam Spade.
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What Is Multigenerational Estate Planning?

When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast.
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It Can Take Time to Learn about Inheritances

You may not always know it if you have an inheritance coming. And in some cases, you may not even know the individual has passed on.
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What are the Responsibilities of a Probate Judge?

A probate judge is an official of the county court system and a judicial official of the state who decides civil court cases that involve the probate process. Probate is the process of proving wills for those who have died with one (testate cases).
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What Is a ‘Step-Up’ in Basis in Estate Planning?

The “step-up” in basis has to do with the calculation of the capital gains on the sale of property.
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What are the Benefits of Creating a Life Estate?

By understanding the features of a life estate and creating one at the right time, you can reap the following benefits….
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How Does Portability Work in a Second Marriage Estate Plan?

The family’s attorney and family office advisors should exercise caution in a marriage in which there are children from a prior marriage or other nonstandard family situations.
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