Protect your assets and ensure you pass your assets to the intended people and that you minimize the taxes your beneficiaries have to pay on their inheritance.
This was shocking. My good friend, Pam, just retired from the Johns Hopkins Hospital. She and her husband were going to enjoy their retirement together. They went on vacation to Las Vegas, came back and her husband was not feeling himself. He went to the doctor, had some tests done and the doctors said he … Continue reading You just never know when the end will come.
Over the years my husband and I have been left with the responsibility of cleaning out the homes of our deceased love ones. In all cases it was a daunting task. But, it needed to be done to prepare the real estate for sale to settle the deceased’s estate. So much stuff. So much stuff … Continue reading Oh The Clutter! Don’t Leave It To Your Love Ones!
Inheritance law is complicated. One of the primary reasons is because every State has its own law on the subject. Not knowing these laws can cost your heirs a pot full of money. Here’s just one example. As a general rule insurance proceeds do not go through probate, the process usually involved when assets … Continue reading Do not make a $60,000 mistake