What Is a Community Property Trust?
“There are two very different kinds of property ownership law for married couples in the United States: common law and community property law.”
Does the Way I Title My Assets Have an Impact on My Estate?
“The way in which assets are titled can be vital.”
What Does ‘Community Property’ Mean?
“You may have heard the term “community property.” However, do you know exactly what it means or how it could affect you?”
Does a Prenup Make Sense?
“As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.”
Estate Planning and a Second Marriage
“Married people in second marriages with prior children often have to balance the future well-being of their spouse with that of their own children.”
Should I Add that to My Will?
“A last will and testament is the foundation of an estate plan, which lets you plan for your estate after you’re gone. However, there are certain things that you might not want to put in your will.”
What Happens If You Fail to Submit a Change of Beneficiary Form?
“The financial institution is obligated to distribute the CD to the person or entities that otherwise would be entitled to receive it.”
What Do You Do with a Big Inheritance?
“Let’s start with the numbers: 10 and 1,000,000,000,000. Over this decade, $1 trillion is expected to change hands through inheritance. The majority of that will end up in the hands of baby boomers. While one study found that the average inheritance was only $50,000, there will be a lot of inheritances in the $1 million-plus range.”
Do I Need More Than a Will?
“A will is just one of several legal documents that help your loved ones know your end-of-life wishes.”
