Have you ever wondered what will happen to your estate after you die? How long will it take for your loved ones to receive the estate you’ve left them? Will each receive what you’d like them to have? If you’re like most people, your estate will go through a lengthy probate process. Probate consists of […]
read more »
By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and trusts are two of the most popular estate planning tools. Both allow you to spell out how you would like your property to be distributed, but they also go far beyond that. […]
read more »
Many people think trusts are only for the rich, but that’s not necessarily the case. Most estates must go through the probate process, which can be costly and time-consuming. And with tax changes scheduled to take effect in 2013, even modest estates could be subject to federal estate taxes. Certain types of properly executed trusts […]
read more »
The beginning of the year is a time when many people reflect on the past and look forward to the future. It may also be a good time to review your beneficiary designations to make sure they reflect your current wishes. This is especially important if there have been changes in your life, such as […]
read more »
According to the 2010 census, people with special needs make up nearly 20% of the U.S. population.¹ Furthermore, nearly 20 million American families are raising children with disabilities.² Taking care of a loved one with special needs can be an expensive proposition. For example, the lifetime care of a child with autism could cost an […]
read more »
A will is a good starting point to help ensure that your assets are passed on to your heirs according to your wishes. However, it’s also important to specify beneficiaries for financial accounts and insurance policies on the appropriate forms, which may supersede instructions in a will. In any document distributing assets to your heirs, […]
read more »Securities and Advisory Services offered through Geneos Wealth Management Inc., Member FINRA and SIPC (The materials at this web site are maintained for the sole purpose of providing general information about the law and do not under any circumstances constitute legal advice. You should not act or refrain from acting based on these materials without first obtaining the advice of professional legal counsel. Please carefully read the terms and conditions for using this site. This website contains links to third-party websites. We are not responsible for, and make no representations or endorsements with respect to, third-party websites, or with respect to any information, products or services that may be provided by or through such websites.) © Copyright 1998-2002 by Silverman Financial, Inc. All rights reserved. | Privacy Policy For comments and questions, please email marc@sfinancial.com