You need money in a checking account, so you can pay your bills on an ongoing basis. You also need money in a savings account for emergency expenses, such as when your roof springs a leak or your car gives you trouble. Read more
Beneficiary
The distribution of wealth among beneficiaries through your final will and testament is often a complex and sensitive issue, one that can potentially spark conflicts and legal challenges among family members. Read more
The person you have placed in charge of your estate under a Will is called a ‘Personal Representative’ or ‘Executor/Executrix.’ Read more
When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast. Read more
When you think of a trust, you may have visions of contentious family gatherings in an attorney’s office after the death of a patriarch or matriarch. Read more
The modern blended family has far more needs when it comes to estate planning than a traditional family. Here are some challenges, tips and solutions. Read more
A last will and testament is a legal document that controls how most of your property and obligations are distributed after your death. Read more
Dying intestate can have unintended consequences for pretty much every family type. However, it is especially painful if there are unmarried partners or stepchildren, who are left out under the law in almost every scenario. Read more
There are certain provisions that people often forget to put in a will or estate plan that can have a big impact on a family. Read more
If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says. Read more
