Estate Planning: Property Ownership & Joint Tenancy

By spending a little money and time on estate planning keep the courts and attorneys from deciding how an estate is divided after a person’s death.  By not having a plan, the end result can be that costs increase with delays and frustration for family members and loved ones. The substantial benefits yielded by planning… Read More Estate Planning: Property Ownership & Joint Tenancy

Estate Planning: Per Stirpes, Per Capita, Probate & More Definitions

Estate planning can become complicated and confusing, especially when discussing terms such as per capita and per stirpes.  However, how a person wants his or her estate divided after they have passed can be dictated based on these terms. Per Stirpes A legal Latin term, per stirpes literally means “by branch” and refers to the… Read More Estate Planning: Per Stirpes, Per Capita, Probate & More Definitions

Estate Planning: How to Keep More of Your Money

Planning what to leave heirs when a person dies is not something that can be done in one day.  Rather, estate planning requires knowledge, thought, and ongoing protection of assets in order to reach the goals of wealth distribution for future generations. Estate Planning Estate planning involves the process of accumulating, preserving, and distributing assets… Read More Estate Planning: How to Keep More of Your Money