Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for September, 2016

Postmortem Tasks

by Antoinette Bone on Sep 30, 2016 Posted on Our Blog

Many find themselves at a loss regarding taking care of a loved one’s legal and financial matters after death.  This article walks through the steps, including locating the loved one’s will or living trust document; conducting an inventory of assets and liabilities; and attending to life insurance and Social Security benefits. Postmortem affairs What you […]

Estate Planning for Unmarried Couples

by Antoinette Bone on Sep 28, 2016 Posted on Our Blog

For unmarried couples, estate planning is indispensable   When married couples neglect to prepare an estate plan, state intestacy law provides one for them. It may not be the plan they would have designed, but at least it offers some measure of financial security for a surviving spouse. Unmarried couples, however, have no backup plan. […]