Many items within a household can affect the overall value of the estate. These items include art, jewelry, collectibles, antiques,...

Even a wealthy person may often be concerned about the possessions which they have around them. Although you may have large financial...

All of us face difficulties and tragedies in our lives. Some of these difficulties are expected and some are unexpected. 2020 has been a...

Before the pandemic, Americans were as mobile as ever. In the prior decade, millions of Americans moved each year. Here's a link for more...

Our hearts go out to everyone who has been affected by the wildfires. The fires and smoke have hit so many families close to home. We...

With the start of the new year, we need to start thinking about tax planning! Some years Congress makes changes to the laws more than...

A “special needs” child is a child who faces a physical or mental disability and may require needs-based benefits, such as Medicaid or...

As Americans grow older, more and more of us need help with our daily activities. It could be a little help or a lot of help, depending...

A parent whose only asset is a bank account might decide that a simple way to avoid Probate is to make his child joint owner of the...

The Personal Representative and attorney's fees are significant charges to the Probate Estate; but they are not the only charges against...

TOD (Transfer on Death) designations, POD (Pay on Death) designations, and beneficiary designations can be useful in the right...

Often, the smallest things have the most sentimental value. Your grandmother’s silverware or your grandfather’s railroad watch could...

Frequent Flyer miles and other reward points can be valuable resources. Many credit card companies give tens of thousands of miles or...

Whether old or young, single or married, divorced or living as a joint tenants, we all have differing situations. This also means that no...

Often, when people think of “estate planning” they think it’s only about deciding who gets the assets. However, how they get the assets...

Often, when people think of "estate planning" they think it's a task only for the old, the rich, or the infirm. But, that simply is not...