Most couples I work with have a Will that divides their estate equally among their children when both spouses have died. Some also have a bank or brokerage account held jointly with one child, added years ago "so she can help pay the bills." Those two decisions can...
From The Legal Pad
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Estate Planning
Helped One Child More Than The Others? Your Estate Plan Should Account For It.
Parents help their children at different times and in different amounts. One child gets a hand with a down payment. Another gets the family house at a discount. A third gets a stake in the business. Most parents still want everything split evenly in the end. The...
How to Slash Your Estate’s Legal Bill (Before You Even Start)
When I am meeting with a client who is about to become an executor, one of the first questions is usually, “What is this going to cost?” The reality is that it is almost impossible to answer at the outset of an estate. The probate court's fee is set by statute and...
Want to Manage Your Kids from Beyond? Don’t!
Part of estate planning is setting rules for children to inherit if both parents were to pass. I often hear things like this. "I want my kids to get their share when they finish college. Or when they're married. Or when they're actually working." It is a natural...