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Posts in Inheritence

  • Senior man looking at the camera
    Feb 02 Why Estate Planning is for Everyone

    Estate planning is often considered a priority reserved for the elderly, but it should be approached proactively at any age. ...

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  • Laughing
    Feb 24 What is a Special Needs Trust and How Can It Benefit My Family?

    For the many people with special needs, Supplemental Security Income and Medicaid are critical sources of support for those with ...

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  • Discussing a Document
    Nov 12 What Documents Are Part of My Estate Planning “Must Have’s”?

    Many people think that having an estate plan just means drafting a will or a trust. However, there’s much more to include in your ...

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  • Discussing a Document
    Nov 08 Does a Beneficiary of an Estate Need to Live in the U.S. to Inherit?

    When a person dies without a will, who inherits and receives a distribution of his or her estate assets is governed by the state’s ...

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  • Discussing a Document
    Oct 17 What Can I Do with Unspent Money in a 529 Plan?

    Los Altos Online’s recent article, “How to use up leftover money in a 529 college savings plan,” says there several ways to use ...

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  • Discussing a Document
    Sep 27 How Does a Probate Proceeding Work?

    A Will, also known as Last Will and Testament, is a legal document that is used in probate court, if a person dies with assets ...

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