Tom c/o Wealth Counsel
Changes to the FAFSA Form and What It Means for Grandparents
For grandparents who want to leave a legacy to their grandchildren, the gift of a 529 college savings plan is an option. Not only can...
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Tom c/o Wealth Counsel
Jan 21, 20225 min read
QTIP Trust - Will My Spouse Get What They Need?
What is a QTIP trust? A qualified terminable interest property (QTIP) trust is an estate planning tool that married couples can use to...
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Tom c/o Wealth Counsel
Jan 7, 20224 min read
Parenting beyond the Grave with Common Trusts
Parents strive to make their children feel equally valued as reflected in the fact that, when setting up an estate plan, parents...
37 views
Tom c/o Wealth Counsel
Dec 23, 20214 min read
What Happens to Your Social Media Accounts at Your Death?
According to Statista, more than 295 million people in the United States use social media.[1] If you are an avid social media user, have...
52 views
Tom c/o Wealth Counsel
Dec 10, 20213 min read
Untangling Tangled Titles: Homeownership, Property Deeds, and Estate Planning
Do you really own the home you live in? If you are currently living in a property that you inherited but the deed has not been...
50 views
Tom c/o Wealth Counsel
Nov 26, 20214 min read
Mental Health Considerations in Estate Planning
The odds are that you or somebody in your family is living with a mental health condition. Rather than ignoring what might be an...
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Tom c/o Wealth Counsel
Nov 12, 20214 min read
What Is HEMS and Why Is It Included in So Many Trusts?
In the world of estate planning, you may come across the acronym HEMS from time to time. HEMS stands for “health, education, maintenance,...
108 views
Tom c/o Wealth Counsel
Oct 29, 20214 min read
What You Should Know about Life Insurance
Part of protecting your loved ones when you pass away is making sure that you have a proper estate plan in place. Another aspect is...
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Tom c/o Wealth Counsel
Oct 14, 20213 min read
Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
A common misconception people have about life insurance is that they only need to designate their spouse, child, or loved one as the...
144 views
Tom c/o Wealth Counsel
Oct 1, 20215 min read
Is Our Home Community Property or Separate Property, and Why Does It Matter?
When two people get married, the property they obtain during their marriage is called marital property. This includes anything from real...
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Tom c/o Wealth Counsel
Sep 17, 20216 min read
Important Questions We May Ask during Estate Planning
For many people, the thought of meeting with an estate planning attorney strikes fear into their hearts. It can be uncomfortable to even...
113 views
Tom c/o Wealth Counsel
Sep 7, 20214 min read
Britney Spears: A Cautionary Tale about Guardianships
Even if you do not listen to pop music, it has been hard to ignore the recent news about Britney Spears and the #FreeBritney movement...
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Tom c/o Wealth Counsel
Sep 3, 20214 min read
Trust and Estate Administration: Whom Should You Bring to the Meetings?
A loved one’s passing is felt by their entire surviving family. But when it comes to carrying out the decedent’s final wishes, not...
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Tom c/o Wealth Counsel
Aug 20, 20215 min read
How Can Remarriage Affect Your Estate Planning?
Divorce is more common now than it was in the past, as is remarriage. Depending on how long a prior marriage lasted, the former couple...
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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...
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Tom c/o Wealth Counsel
Jul 23, 20216 min read
Fears When Talking about Money
Studies[1] have shown that the largest contributing factors to generational loss of wealth are a lack of communication and trust among...
150 views
Tom c/o Wealth Counsel
Jun 25, 20214 min read
It’s All in the Family: Common Legal Terms for Loved Ones in Estate Planning
While watching a movie or reading a book about wealthy individuals and their families, you may have come across terms such as “heir,”...
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Tom c/o Wealth Counsel
Jun 11, 20213 min read
Why Is My Trust So Long?
When you met with an attorney a few weeks ago, perhaps all you expected was a simple will. Maybe you thought that, with your situation,...
49 views
Tom c/o Wealth Counsel
May 28, 20216 min read
Can I 'Remodel' My Own Estate Planning Documents?
In case you missed it, according to the National Association of Home Builders, May is National Home Remodeling Month. Many people...
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Tom c/o Wealth Counsel
May 14, 20215 min read
Simultaneous Deaths: What If My Spouse and I Die at the Same Time?
The chances of a married couple dying in a common accident or within a very short time of one another are probably quite slim. However,...
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