Tom c/o Wealth Counsel
Estate Planning: Answering Common Questions of Senior Citizens
According to a study conducted by Caring.com, the percentage of people aged fifty-five and older who have created a will has fallen from...
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Tom c/o Wealth Counsel
- Apr 16, 2021
- 4 min
Do I Have to Leave Anything to my Children?
One common storyline in Hollywood movies is the rich father disinheriting the family outcast. The story usually traces the child’s...
49 views
Tom c/o Wealth Counsel
- Feb 19, 2021
- 5 min
What If No One Wants My Stuff?
A complete estate plan should capture your wishes for how all of your property will be given away at your death.
64 views
Tom c/o Wealth Counsel
- Dec 11, 2020
- 4 min
The Recipe for a Satisfying Estate Plan
Misconceptions about who needs an estate plan abound. Most people believe that estate planning is only for extremely wealthy business...
45 views
Tom c/o Wealth Counsel
- Nov 30, 2020
- 4 min
How to Own Your Real Estate
Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a rental property. The...
52 views
Tom c/o Wealth Counsel
- Oct 16, 2020
- 4 min
How Trusts Have Helped Famous Athletes
Estate planning is not just about what happens when you die. Proper estate planning takes into consideration all aspects of your life and...
49 views
Tom c/o Wealth Counsel
- Aug 7, 2020
- 4 min
Why Your Heirs or Beneficiaries May Receive a Smaller Inheritance Than You Thought
Although it is rare for anyone to look forward to the passing of a loved one, many people cannot help wondering about a future...
79 views
Tom c/o Wealth Counsel
- May 14, 2020
- 7 min
Your Time Is Valuable. Let’s Get a Jump Start on the Estate Planning Process
Time seems to be the one thing we just can’t get enough of. This is especially true if you are one of our nurses or frontline healthcare...
76 views
Tom c/o Wealth Counsel
- Apr 30, 2020
- 5 min
Unclaimed Property - What is it, Where to find it, and How does it affect you
For most of us, every penny counts, so it is almost inconceivable that we could have lost track of any money or property. Regardless of...
102 views
Tom c/o Wealth Counsel
- Apr 17, 2020
- 5 min
Estate Planning Considerations for Restauranteurs
If you are a restaurant owner, like most other small business owners, you have many demands on your time. Your schedule may be even more...
16 views
Tom c/o Wealth Counsel
- Jan 22, 2020
- 5 min
Why Title Matters (for Real Estate)
Real estate can take on different forms of ownership depending upon the number of parties and the unique circumstances involved....
105 views
Tom c/o Wealth Counsel
- Jan 10, 2020
- 3 min
The SECURE Act: How Does It Affect Your Retirement Accounts?
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became...
161 views
Tom c/o Wealth Counsel
- Oct 16, 2019
- 4 min
Estate Planning Awareness Week
In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House...
37 views0 comments
Tom c/o Wealth Counsel
- Mar 14, 2019
- 2 min
Estate Planning Tips for Someone Who Is About to Go in for Major Surgery
Getting the news that you have to undergo major surgery is never easy. Preparing for absences from work, planning for childcare and...
40 views
Tom c/o Wealth Counsel
- Feb 26, 2019
- 2 min
Four Common Myths about Estate Planning
1) Myth: My spouse can make all of my healthcare and financial decisions because he/she is my spouse. Reality: This is not always the...
64 views