Tom c/o Wealth Counsel
Why Is My Trust So Long?
When you met with an attorney a few weeks ago, perhaps all you expected was a simple will. Maybe you thought that, with your situation,...
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Tom c/o Wealth Counsel
- May 28, 2021
- 6 min
Can I 'Remodel' My Own Estate Planning Documents?
In case you missed it, according to the National Association of Home Builders, May is National Home Remodeling Month. Many people...
62 views
Tom c/o Wealth Counsel
- May 14, 2021
- 5 min
Simultaneous Deaths: What If My Spouse and I Die at the Same Time?
The chances of a married couple dying in a common accident or within a very short time of one another are probably quite slim. However,...
54 views
Tom c/o Wealth Counsel
- Apr 30, 2021
- 4 min
Why Unmarried Partners Should Care about Estate Planning
According to a 2019 survey conducted by the Pew Research Center, 7 percent of surveyed adults were living with an unmarried partner, up...
20 views
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...
50 views
Tom c/o Wealth Counsel
- Apr 2, 2021
- 2 min
Five Reasons to Protect Your Retirement Accounts Now
Your retirement account provides asset protection during your lifetime, but as soon as you pass that account to a loved one, that...
56 views
Tom c/o Wealth Counsel
- Mar 19, 2021
- 4 min
How to Talk to Mom and Dad about Creating an Estate Plan
Conversations about death and dying are rarely fun. Most people avoid them because they invoke feelings about our inevitable demise....
18 views
Tom c/o Wealth Counsel
- Mar 8, 2021
- 2 min
Warning: Don’t Let Creditors Inherit from You or Your Spouse
Although spouses receive special treatment when inheriting a retirement account such as an IRA (the ability to roll over the account into...
76 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
- Feb 5, 2021
- 3 min
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...
105 views
Tom c/o Wealth Counsel
- Jan 22, 2021
- 3 min
How to Choose a Trustee
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs—collect...
60 views
Tom c/o Wealth Counsel
- Jan 8, 2021
- 6 min
Severing Joint Ownership of Property
One of the most common forms of property ownership in the United States is joint tenancy with rights of survivorship (JTWROS or joint...
74 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...
46 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
- Nov 13, 2020
- 5 min
How Refinancing a Property Can Affect Your Estate Plan
The mortgage business is booming in many parts of the country. Historically low interest rates have created an almost frenzied...
57 views
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...
105 views1 comment
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
- 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
- Sep 18, 2020
- 2 min
Estate Planning: 3 Reasons We Run the Other Way
It can be hard to get motivated about your estate planning; it sounds about as fun as getting a root canal. However, you also probably...
101 views
Tom c/o Wealth Counsel
- Sep 4, 2020
- 3 min
Considerations Before Heading South for the Winter
For many snowbirds, cooler weather means it is time to head south. If you are thinking about heading for warmer weather this winter,...
27 views
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