Don’t Skip the Planning
I spend the majority of my day advising individuals and families on protecting and preserving their wealth in case of incapacitation and death.
The not-Dirty Word to Access your Inheritance – Probate
Say it out loud. Probate. Probate. Probate. And get comfortable saying it. Probate. For most of us, whether we planned for it or not, our affairs upon our deaths will likely be wrapped up in the probate process.
After Death: 10 Tips for Staying Out of Trouble
here are many assumptions about what happens after somebody dies. Like who’s in charge, who gets what and what you can and can’t do.
All’s Fair in Love & Debt
I get this question all the time from the married and soon to be married: “Am I responsible for my spouse’s debt if my spouse dies first?” Very important question whether you are putting your affairs in order, preparing for marriage or seeking to better understand the state of your family’s financial health. You should have a […]
The Ultimate Distributor of Family Wealth
I am Woman, the Ultimate Distributor of Family Wealth. Statistically speaking, I will outlive you. This means depending upon how we plan or don’t plan
Estate Planning: Not Just for the Wealthy & Mature
‘Tis the season for graduations and weddings; oh my! We are welcoming our high school seniors, college graduates and newlyweds into a new and exciting season of their lives.
Dying With Debt Sucks
I was hoping for a more elegant title but there is no other way to put it. DYING WITH DEBT SUCKS! It may not suck for the person who is dead because it is no longer their problem.