Tom c/o Wealth Counsel
Left Out of Your Parent’s Estate Plan?
Research shows a growing disconnect between how much children expect to receive and how much their parents plan on leaving them
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Tom c/o Wealth Counsel
Sep 204 min read
The Perils of Joint Property
Joint ownership has the potential to cause disastrous unintended consequences and complications you did not intend.
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Tom c/o Wealth Counsel
Aug 6, 20214 min read
Estate Planning: Answering Common Questions of Senior Citizens
According to a study conducted by Caring.com, the percentage of people aged fifty-five and older who have created a will has fallen from...
55 views
Tom c/o Wealth Counsel
Apr 16, 20214 min read
Do I Have to Leave Anything to my Children?
One common storyline in Hollywood movies is the rich father disinheriting the family outcast. The story usually traces the child’s...
55 views
Tom c/o Wealth Counsel
Feb 19, 20215 min read
What If No One Wants My Stuff?
A complete estate plan should capture your wishes for how all of your property will be given away at your death.
69 views
Tom c/o Wealth Counsel
Dec 11, 20204 min read
The Recipe for a Satisfying Estate Plan
Misconceptions about who needs an estate plan abound. Most people believe that estate planning is only for extremely wealthy business...
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Tom c/o Wealth Counsel
Nov 30, 20204 min read
How to Own Your Real Estate
Real estate encompasses not only one’s primary residence but also other real estate such as a vacation home or a rental property. The...
56 views
Tom c/o Wealth Counsel
Oct 16, 20204 min read
How Trusts Have Helped Famous Athletes
Estate planning is not just about what happens when you die. Proper estate planning takes into consideration all aspects of your life and...
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Tom c/o Wealth Counsel
Aug 7, 20204 min read
Why Your Heirs or Beneficiaries May Receive a Smaller Inheritance Than You Thought
Although it is rare for anyone to look forward to the passing of a loved one, many people cannot help wondering about a future...
83 views
Tom c/o Wealth Counsel
May 14, 20207 min read
Your Time Is Valuable. Let’s Get a Jump Start on the Estate Planning Process
Time seems to be the one thing we just can’t get enough of. This is especially true if you are one of our nurses or frontline healthcare...
123 views
Tom c/o Wealth Counsel
Apr 30, 20205 min read
Unclaimed Property - What is it, Where to find it, and How does it affect you
For most of us, every penny counts, so it is almost inconceivable that we could have lost track of any money or property. Regardless of...
104 views
Tom c/o Wealth Counsel
Apr 17, 20205 min read
Estate Planning Considerations for Restauranteurs
If you are a restaurant owner, like most other small business owners, you have many demands on your time. Your schedule may be even more...
19 views
Tom c/o Wealth Counsel
Jan 22, 20205 min read
Why Title Matters (for Real Estate)
Real estate can take on different forms of ownership depending upon the number of parties and the unique circumstances involved....
111 views
Tom c/o Wealth Counsel
Jan 10, 20203 min read
The SECURE Act: How Does It Affect Your Retirement Accounts?
On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became...
167 views
Tom c/o Wealth Counsel
Oct 16, 20194 min read
Estate Planning Awareness Week
In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing House...
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Tom c/o Wealth Counsel
Mar 14, 20192 min read
Estate Planning Tips for Someone Who Is About to Go in for Major Surgery
Getting the news that you have to undergo major surgery is never easy. Preparing for absences from work, planning for childcare and...
43 views
Tom c/o Wealth Counsel
Feb 26, 20192 min read
Four Common Myths about Estate Planning
1) Myth: My spouse can make all of my healthcare and financial decisions because he/she is my spouse. Reality: This is not always the...
67 views
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