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Court Bonds 03.28.2024

Planning Ahead: Capacity Decline

  A brutal truth is that we can never know if or when we could experience a capacity decline that impedes our ability to run our businesses, handle our finances, and make sound decisions. That’s…
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Planning Ahead: Capacity Decline
Court Bonds 03.28.2024

Death and Taxes: Who Pays What?

  While the saying “you can’t take it with you,” is true of our money and possessions, taxes do follow us into death, remaining due until paid off, usually by the personal representative or other…
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Death and Taxes: Who Pays What?
Court Bonds 02.22.2024

Older and Wiser: Marriage and Estate Plans

  Among the gifts of later life marriages, is the hard won experience that informs relationships. Marrying later in life may have unique challenges too, since everything from our pasts comes with us, including children,…
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Older and Wiser: Marriage and Estate Plans
Court Bonds 02.22.2024

Prenups and Estate Planning?

  Making formal “if this/then that” finance plans (aka prenuptial contracts) in advance of marriage is not the same as estate planning, however prenup arrangements can be a helpful way to jumpstart a collaborative estate…
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Prenups and Estate Planning?
Court Bonds 02.13.2024

Estate Planning: Transfer Designations?

  Adding transfer-on-death (TOD) and payable-on-death (POD) designations to financial accounts can be a helpful way to ensure beneficiaries efficiently receive assets intended for them. However, to avoid unintended negative consequences, account designations do need…
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Estate Planning: Transfer Designations?
Court Bonds 02.13.2024

Heartbroken?

  Deep sorrow is normal following the death of a loved one, and ultimately, nothing we do is likely to change that. We can, however, do the important tasks of leaving our affairs in order…
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Heartbroken?
Court Bonds 01.17.2024

Executor or Administrator?

  The name given to the person charged with settling the affairs of the deceased depends on the circumstances involved. When a will is made, typically an executor is designated to carry it out. When…
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Executor or Administrator?
Court Bonds 01.17.2024

Estate Administration and The Family Home?

  Intentions for the family home to be given equally to adult children are common in estate planning. Typically, this ultimately means the home must be sold, so that assets can be divided. Along the…
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Estate Administration and The Family Home?
Court Bonds 01.12.2024

Preparing For Estate Planning

  Most adults know estate planning is important, but for many of us, it remains a blurry notion for the “someday” list. Here’s help preparing: with clarity on who you will involve, and who you…
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Preparing For Estate Planning