top of page
Hours:
Monday–Thursday 8am to 5pm, Friday 8am to 4pm

Blog
Search


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...

Tom c/o Wealth Counsel
Dec 10, 20213 min read


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...

Tom c/o Wealth Counsel
Nov 26, 20214 min read


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,...

Tom c/o Wealth Counsel
Nov 12, 20214 min read


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...

Tom c/o Wealth Counsel
Oct 29, 20214 min read


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...

Tom c/o Wealth Counsel
Oct 14, 20213 min read


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...

Tom c/o Wealth Counsel
Oct 1, 20215 min read


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...

Tom c/o Wealth Counsel
Sep 17, 20216 min read


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...

Tom c/o Wealth Counsel
Sep 7, 20214 min read


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...

Tom c/o Wealth Counsel
Sep 3, 20214 min read


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...

Tom c/o Wealth Counsel
Aug 20, 20215 min read


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...

Tom c/o Wealth Counsel
Aug 6, 20214 min read


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...

Tom c/o Wealth Counsel
Jul 23, 20216 min read
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,”...

Tom c/o Wealth Counsel
Jun 25, 20214 min read
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,...

Tom c/o Wealth Counsel
Jun 11, 20213 min read
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...

Tom c/o Wealth Counsel
May 28, 20216 min read
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,...

Tom c/o Wealth Counsel
May 14, 20215 min read
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...

Tom c/o Wealth Counsel
Apr 30, 20214 min read
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...

Tom c/o Wealth Counsel
Apr 16, 20214 min read
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...

Tom c/o Wealth Counsel
Apr 2, 20212 min read
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....

Tom c/o Wealth Counsel
Mar 19, 20214 min read
bottom of page
