Tom c/o Wealth Counsel
Help! I’ve Been Named as a Guardian. What Do I Do?
A guardian is an individual who cares for someone, often a minor child, who needs special protection. Parents can nominate a guardian in...
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Tom c/o Wealth Counsel
Jun 26, 20205 min read
Why Your Marital Agreement Should Be Shown to Your Estate Planner
It is not uncommon for couples to enter into marital agreements stating what property is separately owned by each spouse and the property...
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Tom c/o Wealth Counsel
Jun 12, 20202 min read
HELP! This Probate Is Taking Forever!!!
After a loved one dies, their money and property must be distributed to the right people, either according to their will or the state’s...
82 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...
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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...
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Tom c/o Wealth Counsel
Apr 3, 20203 min read
COVID-19: The Impact on Small Businesses
Small businesses are struggling economically in light of the COVID-19 pandemic. Many businesses have closed as a result of...
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Tom c/o Wealth Counsel
Mar 20, 20204 min read
What Happens When Your Disabled Child Turns 18? and What You Need to Do Beforehand
When your child is under the age of 18, you, as their parent, can make most, if not all decisions, on their behalf. However, when your...
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Tom c/o Wealth Counsel
Mar 6, 20205 min read
Spring Cleaning: Time to Clean Up Your Estate Planning
Your estate plan, like your home, periodically needs a thorough polishing. Your life circumstances are constantly changing, and an estate...
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Tom c/o Wealth Counsel
Feb 21, 20202 min read
Surprise! You Cannot Easily Disinherit Your Spouse in the U.S.
Believe it or not, in the U.S. it isn’t easy to disinherit your spouse. But the same is not true for other family members – generally,...
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Tom c/o Wealth Counsel
Feb 5, 20205 min read
Showing Your Children the Love—which distribution is best?
If you are a parent, you probably love to do good things for your children—and leaving them an inheritance is one of the most tangible...
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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....
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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...
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Tom c/o Wealth Counsel
Jan 8, 20205 min read
Common Mistakes with DIY Estate Plans
The internet offers all the information and tools we need at our fingertips to create our own estate plan, right? For most people, this...
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Tom c/o Wealth Counsel
Dec 27, 20193 min read
What Is a Medical Power of Attorney?
Even if you are currently the picture of good health, you may suddenly become too ill to make healthcare decisions for yourself or become...
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Tom c/o Wealth Counsel
Dec 13, 20196 min read
Effect of Bankruptcy on Estate Planning
Bankruptcy may be one of the last things on your mind when you are creating an estate plan. Fortunately, the number of bankruptcy filings...
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Tom c/o Wealth Counsel
Nov 27, 20193 min read
Who’s On Your Team?
Estate planning is not just about what happens to your stuff when you die. It is about coordinating all aspects of your life so (i) you...
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Tom c/o Wealth Counsel
Nov 15, 20195 min read
Blended families: planning for step-children and step-grandchildren
The structure of families has changed in the United States: According to statistics cited by the Pew Research Center, six out of ten...
33 views
Tom c/o Wealth Counsel
Nov 1, 20194 min read
5 Ways to Show Yourself a Little Love
Summer is over. The kids are back in school, and it’s time to take a deep breath and spend some time taking care of yourself before the...
75 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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