by Carol Grant | Dec 3, 2021 | Estate Planning, Will
Research shows that getting a lot of money can have harmful consequences. Before leaving a gift to an heir you should ask yourself some questions. According to MarketWatch, a study found that a third of people who received an inheritance had negative savings within...
by Carol Grant | Nov 2, 2021 | Estate Planning
Unless you’ve made plans in advance, your loved ones might find themselves in a financial jam after you die. There are a number of steps you can take now to prevent this from happening. Since none of us knows when this will happen, it’s best not to delay. That’s the...
by Carol Grant | Oct 26, 2021 | Estate Planning
Not having an estate plan can place business owners and entrepreneurs in jeopardy because they may face difficulties in keeping the business running, if they have to withdraw from the business at any point in time. Legal Reader’s recent article entitled “What Small...
by Carol Grant | Oct 7, 2021 | Estate Planning, Will
For most families, estate planning is a relatively straightforward task, protecting loved ones and preparing to distribute assets. If there is an estranged child the relational issues for estate planning are more complex. According to the article from The...
by Carol Grant | Oct 3, 2021 | Estate Planning
When beneficiaries receive their inheritance in their own names, a legacy becomes vulnerable to creditors, lawsuits, divorce and a second estate tax when they die. Complicating matters further, if the heir receives means-tested government benefits, their benefits may...