Tom c/o Wealth Counsel
Estate Planning Considerations for Couples with an Age Gap
With couples of similar ages, planning for the future is naturally a joint effort. However, if you are married to someone who is...
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Tom c/o Wealth Counsel
- Feb 18, 2022
- 5 min
Changes to the FAFSA Form and What It Means for Grandparents
For grandparents who want to leave a legacy to their grandchildren, the gift of a 529 college savings plan is an option. Not only can...
61 views
Tom c/o Wealth Counsel
- Jan 21, 2022
- 5 min
QTIP Trust - Will My Spouse Get What They Need?
What is a QTIP trust? A qualified terminable interest property (QTIP) trust is an estate planning tool that married couples can use to...
38 views
Tom c/o Wealth Counsel
- Jan 7, 2022
- 4 min
Parenting beyond the Grave with Common Trusts
Parents strive to make their children feel equally valued as reflected in the fact that, when setting up an estate plan, parents...
36 views
Tom c/o Wealth Counsel
- Dec 23, 2021
- 4 min
What Happens to Your Social Media Accounts at Your Death?
According to Statista, more than 295 million people in the United States use social media.[1] If you are an avid social media user, have...
50 views
Tom c/o Wealth Counsel
- Dec 10, 2021
- 3 min
Untangling Tangled Titles: Homeownership, Property Deeds, and Estate Planning
Do you really own the home you live in? If you are currently living in a property that you inherited but the deed has not been...
48 views
Tom c/o Wealth Counsel
- Nov 26, 2021
- 4 min
Mental Health Considerations in Estate Planning
The odds are that you or somebody in your family is living with a mental health condition. Rather than ignoring what might be an...
23 views
Tom c/o Wealth Counsel
- Nov 12, 2021
- 4 min
What Is HEMS and Why Is It Included in So Many Trusts?
In the world of estate planning, you may come across the acronym HEMS from time to time. HEMS stands for “health, education, maintenance,...
51 views
Tom c/o Wealth Counsel
- Oct 29, 2021
- 4 min
What You Should Know about Life Insurance
Part of protecting your loved ones when you pass away is making sure that you have a proper estate plan in place. Another aspect is...
66 views
Tom c/o Wealth Counsel
- Oct 14, 2021
- 3 min
Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
A common misconception people have about life insurance is that they only need to designate their spouse, child, or loved one as the...
139 views
Tom c/o Wealth Counsel
- Oct 1, 2021
- 5 min
Is Our Home Community Property or Separate Property, and Why Does It Matter?
When two people get married, the property they obtain during their marriage is called marital property. This includes anything from real...
89 views
Tom c/o Wealth Counsel
- Sep 17, 2021
- 6 min
Important Questions We May Ask during Estate Planning
For many people, the thought of meeting with an estate planning attorney strikes fear into their hearts. It can be uncomfortable to even...
110 views
Tom c/o Wealth Counsel
- Sep 7, 2021
- 4 min
Britney Spears: A Cautionary Tale about Guardianships
Even if you do not listen to pop music, it has been hard to ignore the recent news about Britney Spears and the #FreeBritney movement...
17 views
Tom c/o Wealth Counsel
- Sep 3, 2021
- 4 min
Trust and Estate Administration: Whom Should You Bring to the Meetings?
A loved one’s passing is felt by their entire surviving family. But when it comes to carrying out the decedent’s final wishes, not...
44 views
Tom c/o Wealth Counsel
- Aug 20, 2021
- 5 min
How Can Remarriage Affect Your Estate Planning?
Divorce is more common now than it was in the past, as is remarriage. Depending on how long a prior marriage lasted, the former couple...
29 views
Tom c/o Wealth Counsel
- Aug 6, 2021
- 4 min
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...
49 views
Tom c/o Wealth Counsel
- Jul 23, 2021
- 6 min
Fears When Talking about Money
Studies[1] have shown that the largest contributing factors to generational loss of wealth are a lack of communication and trust among...
116 views
Tom c/o Wealth Counsel
- Jun 25, 2021
- 4 min
It’s All in the Family: Common Legal Terms for Loved Ones in Estate Planning
While watching a movie or reading a book about wealthy individuals and their families, you may have come across terms such as “heir,”...
44 views
Tom c/o Wealth Counsel
- Jun 11, 2021
- 3 min
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,...
47 views
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
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