What Do I Need to Do When a Loved One Dies?
“It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.”
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 Tenancy by the Entirety Mean in Estate Planning?”
“Tenancy by the entirety, commonly abbreviated as TBE, is an ownership structure for real estate that’s used when the owners are a married couple. Under a TBE arrangement, each spouse owns an equal interest in the property, and the property will transfer seamlessly to the surviving spouse, in the event of one spouse’s death.”
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.”
