Tom c/o Wealth Counsel
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...
top of page
Hours:
Monday–Friday 8:30am to 4:30pm
Blog
Search
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...
35 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...
7 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...
56 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...
65 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....
21 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...
73 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...
50 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
Tom c/o Wealth Counsel
- Nov 4, 2022
- 6 min
Legal Perils of Gifts and Joint Ownership between Unmarried Couples
Cohabitation without marriage is becoming more common in the United States. Among eighteen- to forty-four-year-olds, the percentage of...
43 views
Tom c/o Wealth Counsel
- Oct 21, 2022
- 3 min
Will Our Child Have to Handle Multiple Trusts after Our Deaths?
When a married couple creates an estate plan using a revocable living trust, they have the option of creating a single joint trust or two...
27 views
Tom c/o Wealth Counsel
- Oct 9, 2022
- 3 min
Three Reasons to Avoid Probate
When you pass away, your family may need to sign certain documents as part of a probate process in order to claim their inheritance. This...
40 views
Tom c/o Wealth Counsel
- Sep 23, 2022
- 4 min
A Trust to Protect Your Home and Your Loved Ones
Estate planning is about protecting you and your loved ones. Sometimes this can be a difficult endeavor when there is a loved one who may...
24 views
Tom c/o Wealth Counsel
- Sep 9, 2022
- 4 min
Be Aware When Administering a Hoarder's Estate
Hoarding is more than just being a bit messy (or buying a six-month supply of toilet paper): It is actually a mental disorder causing...
403 views
Tom c/o Wealth Counsel
- Aug 26, 2022
- 5 min
Make Sure You’re Not Missing These Important Points
Roughly two-thirds of Americans do not have an estate plan, according to a recent survey from Caring.com.[1] If you are among the...
27 views
Tom c/o Wealth Counsel
- Aug 12, 2022
- 4 min
Questions To Ask Your Estate Planning Attorney
Creating an estate plan is a personal and often emotional undertaking, making the selection of your estate planning attorney of the...
25 views
Tom c/o Wealth Counsel
- Aug 5, 2022
- 5 min
How to Keep Your Child’s Inheritance Out of Your In-Law’s Hands
About 40 to 50 percent of all marriages in the United States end in divorce. Regardless of how you feel about your child’s spouse, you...
29 views
Tom c/o Wealth Counsel
- Jul 15, 2022
- 4 min
Celebrate Independence Day by Claiming Control of Your and Your Loved Ones’ Futures
Every year on the Fourth of July, Americans across the country celebrate our nation’s declaration of independence from Great Britain. Yet...
29 views
Tom c/o Wealth Counsel
- Jun 24, 2022
- 5 min
Questions to Ask When Investing in a Vacation Property
According to the National Association of Home Builders, in 2018 there were approximately 7.5 million second homes, making up 5.5 percent...
24 views
Tom c/o Wealth Counsel
- Jun 10, 2022
- 6 min
What Happens to My Spouse's Debts at Their Death?
A spouse’s death creates a difficult and demanding time for the surviving partner. As much as you might want space and time alone to...
42 views
bottom of page