Month: December 2016
December 19, 2016
When would I use a disclaimer?
From time-to-time, we advise surviving spouses to use a disclaimer (a legal “no thank you”) to pass an asset to the next…
December 16, 2016
What is a disclaimer?
A disclaimer is a legal “no thank you.” It’s you saying “no” to assets you’d have a right to inherit. Sounds odd,…
December 12, 2016
How do I ensure that there isn’t a will contest?
We’ll need to change the question to “How can I best ensure there isn’t a will contest?” because we live in a…
December 9, 2016
How do I balance the interests of my children and my spouse from a second marriage?
We’ll help you set up a loving estate plan that protects and provides for whomever you’d like – often that’s children and,…
December 5, 2016
What if I end up using up my retirement account during my lifetime?
By all means, use your retirement funds as you think best. Even after you set up a standalone retirement trust, you’ll have…
December 2, 2016
What does “tenants” in common
Tenants in common is a form of joint ownership in which the owners can own equal or unequal portions of the property….
