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Tom c/o Wealth Counsel

Mar 15, 20244 min read

What TV and Movies Get Wrong about Settling an Estate

While television and movies provide great entertainment, they are not always factual. Even shows based on real events are not entirely...

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Tom c/o Wealth Counsel

Feb 5, 20213 min read

My Loved One Has Died - What Do I Do Now?

When a family member or other loved one dies, grief and shock can sometimes be overwhelming. The last thing most people want to think...

119 views

Tom c/o Wealth Counsel

Oct 30, 20203 min read

All in the Family: Making Sense of Per Stirpes, By Representation, and Per Capita Distributions

“That’s not fair!” In many households, this is the common refrain of children as they advocate for themselves or express what they feel...

201 views1 comment

Tom c/o Wealth Counsel

Oct 2, 20203 min read

Wills, Trusts & Dying Intestate: How They Differ

Most people understand that having some sort of an estate plan is a good thing. However, many of us do not take the first steps to get...

202 views

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...

44 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...

68 views