Not sure if you should hold your investments in trust? In this episode John talks with Certified Financial Planner Taylor Easley about whether investments should go into your trust or not.
We may not like to talk about it, but most of us will reach a point in our lives where we need more help from others to take care of ourselves. Estate Planning Attorney John Roth and Adult Care Expert Karyn Clay talk about incapacity or the physical or mental inability to manage one's affairs and the care options available.
Will the State take my property? Will my loved ones pay more taxes? These are common questions that come up when discussing what happens if you die without a will, but aren’t necessarily true. Each state has intestate succession statues that try to guess who you would want to get your stuff if you don’t have a will.
The only correct short answer is, “It depends.” First, it depends on the wording of the deceased parent’s will or trust. Many such documents specifically provide for after-born children, but many others do not. Second, it depends on applicable law. Every state has a statute that is intended to protect the interests of...