Tom c/o Wealth Counsel
Four Things Your Spouse Should Know Before You Die
It is normal for married couples to share almost every aspect of their lives with each other. But when it comes to death, even the...
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Tom c/o Wealth Counsel
- Aug 25
- 4 min
Bills and Services to Cancel—and Keep—When a Loved One Dies
A loved one’s passing is challenging on many different levels. In addition to the emotional difficulty of processing someone’s death,...
34 views
Tom c/o Wealth Counsel
- Aug 11
- 4 min
Transfer on Death vs. Payable on Death Designation
Adding a payable-on-death (POD) or transfer-on-death (TOD) designation to an account allows the assets (money and property) in that...
55 views
Tom c/o Wealth Counsel
- Jul 28
- 4 min
What Not to Include in Your Estate Planning Documents
One important purpose of estate planning is to facilitate the transfer of ownership of your money and property to your family and loved...
90 views
Tom c/o Wealth Counsel
- Jul 14
- 3 min
Important Concerns Self-Employed Individuals Should Address
small business owners need to protect their future
67 views
Tom c/o Wealth Counsel
- Jun 30
- 6 min
Nervous to Talk About Money?
Studies[1] have shown that the largest contributing factors to generational loss of wealth are a lack of communication and trust among...
29 views
Tom c/o Wealth Counsel
- Jun 16
- 6 min
Settling the Estate of a Book Lover? Think Twice Before You Throw Them Out
An individual’s belongings—such as jewelry, furniture, photographs, and books—sometimes slip through the cracks of their estate plan....
77 views
Tom c/o Wealth Counsel
- Jun 2
- 5 min
Why Can’t We Have a Joint Trust If We Are Not Married?
Joint trusts are beneficial for many married couples, especially if they have a stable relationship, do not have many creditors, and do...
20 views
Tom c/o Wealth Counsel
- May 19
- 5 min
Are You Single with a Minor Child? If So, You Need a Plan
You have a minor child who depends on you for their survival, so you need to make sure that they will be cared for if you are ever unable...
13 views
Tom c/o Wealth Counsel
- Apr 21
- 5 min
Why Deathbed Planning Might Give You Additional Grief
None of us likes to think about our own death or enjoys planning for that occasion. However, if you do not create an estate plan or fail...
39 views
Tom c/o Wealth Counsel
- Apr 6
- 5 min
Four Important Considerations If You Win the Lottery
On February 14, 2023, California state lottery officials named the winner of the largest lottery prize in United States history: Edwin...
34 views
Tom c/o Wealth Counsel
- Mar 10
- 5 min
Ways Your Will Can Be Revoked
A will (which should be accompanied by other important documents such as healthcare and financial powers of attorney, as well as an...
42 views
Tom c/o Wealth Counsel
- Feb 24
- 4 min
Have You Thought Through Your Retirement Plans?
Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able...
45 views
Tom c/o Wealth Counsel
- Feb 17
- 5 min
Trust Funding: Is Everything Titled Correctly?
Working with an attorney to draft a trust agreement for estate planning purposes is an important step. But just getting the document...
13 views
Tom c/o Wealth Counsel
- Feb 10
- 5 min
Why the Knives May Come Out at Death
The box office success of the 2019 murder mystery Knives Out led to franchise status, with Glass Onion, the first sequel, released in...
62 views
Tom c/o Wealth Counsel
- Jan 27
- 5 min
What Is the Effect of an Unrecorded Deed?
A deed is a legal document used to transfer real property ownership rights from one person or entity (the grantor) to another (the...
71 views
Tom c/o Wealth Counsel
- Jan 13
- 6 min
Estate Planning Issues for the Modern Family
As the name suggests, ABC’s TV show Modern Family depicts the relationships and experiences between a fictional extended family....
23 views
Tom c/o Wealth Counsel
- Dec 16, 2022
- 4 min
Important Milestones You Can Incorporate in Your Estate Plan
Life is full of contingencies. While some outcomes are relatively certain, other events are more difficult to predict. This uncertainty...
74 views
Tom c/o Wealth Counsel
- Dec 2, 2022
- 2 min
The Pros and Cons of Probate
In estate planning circles, the word “probate” often carries a negative connotation. Indeed, for many people—especially those with...
53 views
Tom c/o Wealth Counsel
- Nov 18, 2022
- 5 min
Is a Defect a Good Thing? Intentionally Defective Grantor Trusts in Estate Planning
The notion that your estate plan contains a defect would not normally be welcomed as good news. But despite the moniker, an intentionally...
11 views
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