Who Died First? Simultaneous Death Laws and the 120-Hour Rule Across the United States
It sounds like the setup for a law-school exam:
A husband and wife ...
22
Sep
Estate Planning
21
Sep
What Are We Going to Talk About at My Estate Planning Meeting?
You scheduled an estate-planning meeting.
Now you're wondering:
20
Sep
The California Estate-Planning Tax Break Many Couples Miss: The Full Basis Adjustment at the First Death
Imagine you and your spouse bought a California home 30 years ago for $250,000.
18
Sep
Credit Shelter Trust vs. Marital Share Plan in Tennessee: Which Estate Planning Strategy Is Better?
Married couples creating a Tennessee estate plan frequently start with a seemingly simple goal:
18
Sep
Payable on Death to Two Separate Trusts
Why a joint account split 50 50 between two spouses' trusts may not work the way the family expects
18
Sep
Power of Attorney and Revocable Trusts Understanding Who Controls What
A practical guide to the overlapping roles of an agent and a trustee
17
Sep
Prenups, Postnups, and Estate Planning: Why Your Marriage Agreement and Estate Plan Need to Work Together
Most people think of a prenuptial agreement as something that matters only if a marriage ends in divorce.
16
Sep
Your Executor May Have Your Will—but Do They Have Your Passwords? Why Digital Access Belongs in Every Estate Plan
You prepared a will.
You created a trust.
13
Sep
Putting Your California Home Into a Living Trust Without Losing Community Property Status
You and your spouse own a California home.
You create a revocable l...
12
Sep
What Happens to Your Social Security When You Die? Who Gets Paid—and Who Doesn’t
When people prepare an estate plan, they usually know what happens to their house, bank accounts, retirement acco...
