Tom c/o Wealth Counsel
My Loved One Has Died - What Do I Do Now?
When a family member or other loved one dies, grief and shock can sometimes be overwhelming. The last thing most people want to think...
top of page
Hours:
Monday–Friday 8:30am to 4:30pm
Blog
Search
Tom c/o Wealth Counsel
- Oct 30, 2020
- 3 min
All in the Family: Making Sense of Per Stirpes, By Representation, and Per Capita Distributions
“That’s not fair!” In many households, this is the common refrain of children as they advocate for themselves or express what they feel...
109 views1 comment
Tom c/o Wealth Counsel
- Oct 2, 2020
- 3 min
Wills, Trusts & Dying Intestate: How They Differ
Most people understand that having some sort of an estate plan is a good thing. However, many of us do not take the first steps to get...
196 views
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...
65 views
bottom of page