Tom c/o Wealth CounselMar 154 minWhat TV and Movies Get Wrong about Settling an EstateWhile television and movies provide great entertainment, they are not always factual. Even shows based on real events are not entirely...
Tom c/o Wealth CounselFeb 5, 20213 minMy 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...
Tom c/o Wealth CounselOct 30, 20203 minAll 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...
Tom c/o Wealth CounselOct 2, 20203 minWills, Trusts & Dying Intestate: How They DifferMost 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...
Tom c/o Wealth CounselMar 14, 20192 minEstate Planning Tips for Someone Who Is About to Go in for Major SurgeryGetting the news that you have to undergo major surgery is never easy. Preparing for absences from work, planning for childcare and...
Tom c/o Wealth CounselFeb 26, 20192 minFour Common Myths about Estate Planning1) Myth: My spouse can make all of my healthcare and financial decisions because he/she is my spouse. Reality: This is not always the...