Tom c/o Wealth Counsel
Sandwich Generation: Considerations When Caring for Both Children and Parents
July is National Sandwich Generation Month, a time to honor those who are caring for both their children and their aging parents. This...
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Tom c/o Wealth Counsel
- Jul 10, 2020
- 3 min
Help! I’ve Been Named as a Guardian. What Do I Do?
A guardian is an individual who cares for someone, often a minor child, who needs special protection. Parents can nominate a guardian in...
57 views
Tom c/o Wealth Counsel
- Jun 26, 2020
- 5 min
Why Your Marital Agreement Should Be Shown to Your Estate Planner
It is not uncommon for couples to enter into marital agreements stating what property is separately owned by each spouse and the property...
37 views
Tom c/o Wealth Counsel
- Jun 12, 2020
- 2 min
HELP! This Probate Is Taking Forever!!!
After a loved one dies, their money and property must be distributed to the right people, either according to their will or the state’s...
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...
118 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...
103 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...
18 views
Tom c/o Wealth Counsel
- Apr 3, 2020
- 3 min
COVID-19: The Impact on Small Businesses
Small businesses are struggling economically in light of the COVID-19 pandemic. Many businesses have closed as a result of...
66 views
Tom c/o Wealth Counsel
- Mar 20, 2020
- 4 min
What Happens When Your Disabled Child Turns 18? and What You Need to Do Beforehand
When your child is under the age of 18, you, as their parent, can make most, if not all decisions, on their behalf. However, when your...
23 views
Tom c/o Wealth Counsel
- Mar 6, 2020
- 5 min
Spring Cleaning: Time to Clean Up Your Estate Planning
Your estate plan, like your home, periodically needs a thorough polishing. Your life circumstances are constantly changing, and an estate...
32 views
Tom c/o Wealth Counsel
- Feb 21, 2020
- 2 min
Surprise! You Cannot Easily Disinherit Your Spouse in the U.S.
Believe it or not, in the U.S. it isn’t easy to disinherit your spouse. But the same is not true for other family members – generally,...
51 views
Tom c/o Wealth Counsel
- Feb 5, 2020
- 5 min
Showing Your Children the Love—which distribution is best?
If you are a parent, you probably love to do good things for your children—and leaving them an inheritance is one of the most tangible...
70 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....
107 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...
164 views
Tom c/o Wealth Counsel
- Jan 8, 2020
- 5 min
Common Mistakes with DIY Estate Plans
The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this...
20 views
Tom c/o Wealth Counsel
- Dec 27, 2019
- 3 min
What Is a Medical Power of Attorney?
Even if you are currently the picture of good health, you may suddenly become too ill to make healthcare decisions for yourself or become...
19 views
Tom c/o Wealth Counsel
- Dec 13, 2019
- 6 min
Effect of Bankruptcy on Estate Planning
Bankruptcy may be one of the last things on your mind when you are creating an estate plan. Fortunately, the number of bankruptcy filings...
36 views
Tom c/o Wealth Counsel
- Nov 27, 2019
- 3 min
Who’s On Your Team?
Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so (i) you...
36 views
Tom c/o Wealth Counsel
- Nov 15, 2019
- 5 min
Blended families: planning for step-children and step-grandchildren
The structure of families has changed in the United States: According to statistics cited by the Pew Research Center, six out of ten...
31 views
Tom c/o Wealth Counsel
- Nov 1, 2019
- 4 min
5 Ways to Show Yourself a Little Love
Summer is over. The kids are back in school, and it’s time to take a deep breath and spend some time taking care of yourself before the...
74 views
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