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Does My College Student Need Estate Planning?

A couple of years ago, I wrote blog post titled “Three Estate Planning Documents Every College Student Needs.” The post was prompted by…

You’ve Signed Your Estate Planning Documents…Now What?

Once you’ve signed your estate planning documents—your will, powers of attorney and other important paperwork—you’re more prepared than most Americans. However, you’re not out of the woods…

Does an IRA Beneficiary Designation Override a Will?

I recently received a note from a woman whose mother had recently passed away. Her mother’s Will directed that her estate be divided equally among her three…

How To Talk To Your Family About Estate Planning

Even in very close families, discussions about estate planning are uncomfortable. It’s difficult to know the right time to bring up the subject, or even what to…

Will a Uniform Transfers to Minors Account Negatively Impact My Child With Special Needs?

Uniform Transfers to Minors Accouts (UTMA) accounts are an easy and inexpensive way for parents, grandparents and other well meaning individuals to make irrevocable gifts to minors…

Is Real Property Purchased with an Inheritance during Marriage Separate or Community Property?

 When someone receives an inheritance during marriage, one of the most common questions that follows is whether that inheritance, or anything bought with it, belongs to them alone…

Will My Estate Be Responsible For My Student Loans?

Statistically, having a bachelor’s degree doubles your lifetime earning potential. But that degree often comes with a high cost, which most families are unable to afford without…

Should I Deed My Home To My Kids Before I Die?

Not too long ago someone called me wondering if he really needed a will. He explained that his mother had transferred her home to him many years…