Aug 26, 2024
#254 | 𝗖𝗮𝗻 𝗬𝗼𝘂 𝗚𝗲𝘁 𝗮 𝗦𝘁𝗲𝗽 𝗨𝗽 𝗙𝗿𝗼𝗺 𝗦𝘁𝗲𝗽 𝗠𝗼𝗺?
What happens if you inherit a house from one parent or stepparent but they’re no longer married to your other parent? Will you lose the step-up basis? Will you have to pay capital gains...
Aug 23, 2024
🤑$𝟳𝟬 𝗠𝗜𝗟𝗟𝗜𝗢𝗡🤑 Is Some of it Yours?!
That's how much is sitting out there in unclaimed funds. Could some of it belong to you? Don't get ghosted 👻 by your own cash. Here's where to find it, how to file a claim and go get your money!
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Aug 22, 2024
#252 | Can the Irrevocable be Revoked?
You've created an irrevocable trust, your circumstances drastically changed and now you need to access some of those assets. Does this mean you're screwed? It can get complicated but it may be possible. There are definitely a few things you'll want to discuss with your attorney,...
Aug 21, 2024
#251 | 𝗛𝗼𝘄 𝗠𝗲𝘀𝘀𝘆 𝗖𝗼𝘂𝗹𝗱 𝗶𝘁 𝗚𝗲𝘁?
If you choose an executor or trustee and they pass away before you, what happens to your estate plan? This can happen, especially for those who choose siblings or trusted agents that are from their generation or older. The key is...
Aug 20, 2024
#250 | 𝗪𝗵𝗮𝘁 𝗶𝗳 𝗠𝘆 𝗕𝗲𝗻𝗲𝗳𝗶𝗰𝗶𝗮𝗿𝘆 𝗣𝗮𝘀𝘀𝗲𝘀 𝗕𝗲𝗳𝗼𝗿𝗲 𝗜 𝗗𝗼?
You could be covered, need a simple update or possibly an entire new plan. Much depends on how your estate plan was set up in the first place. Does your plan have...