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Importance of Recording a Deed

What Happens to Real Estate With a Mortgage When I Die?

Your mortgage, like the rest of your debt, does not simply disappear when you die. If you leave your home that has an outstanding loan to a beneficiary in your will or trust, your beneficiary will inherit not only the property but also the outstandin… Read More
hand holding a phone showing a Twitch account

What Happens to My Twitch Account When I Die?

In the digital age, our online presence extends beyond social media. Platforms like Twitch, where users engage with live-streamed content, present unique considerations when it comes to estate planning. Do you know what happens to a Twitch account af… Read More
hand holding wooden puppet to illustrate control

My Spouse Died . . . and Now I Have My Own Survivor's Trust?

Many married couples share almost everything, including finances. This may be reflected in their estate plan by using one joint living trust instead of two separate trusts. Separate trusts can provide greater flexibility, but a joint trust can be str… Read More
piggy bank, 100 dollar bills, a stack of coins with a sprout growing from it

What Is the Last Surviving Spouse Rule in an Estate Tax Situation?

Estate planning can be a significant part of successful financial management, especially for married couples. One key consideration is minimizing any estate tax, which can substantially affect the distribution of money and property to a married coupl… Read More
LLC on blocks of wood demonstrating Corporate Transparency Act

Will the Corporate Transparency Act Apply to You?

Starting on January 1, 2024, under a new law called the Corporate Transparency Act (CTA), owners of certain business entities must file a report with the federal government including details regarding the ownership of their entity. The CTA was enacte… Read More
Two women family couple or girls friends lifting hand showing the keys of new home house apartment, buying or renting real estate property, mortgage loan at living room.

Beware of Unequal Contributions When Buying a Home

At a time of record home unaffordability, more people are teaming up with friends and relatives to realize the home ownership dream of buying a home. According to the National Association of Realtors (NAR), more than 75 percent of homes on the market… Read More
digital estate plan

What Happens to Your Venmo, PayPal, and Apple Pay Accounts at Your Death?

It has been said that nothing ever dies on the Internet. While this dictum is typically used as a warning that what we put online may come back to haunt us, it is also true that our online accounts can outlive us, and even live in perpetuity. Having… Read More
Not the lottery, but Jana won at Bingo this summer. Jana with cash fanned out with winning bingo card and captain hat.

Four Important Considerations If You Win the Lottery

On February 14, 2023, California state lottery officials named the winner of the largest lottery prize in United States history: Edwin Castro won an eye-popping $2.04 billion in a November 2022 lottery drawing, choosing a lump sum payment of $997.6 m… Read More
Eyeglasses on an open book, surrounded by stacks of books

Was Your Loved One a Book Lover? Think Twice Before You Throw Those Books Out

An individual’s belongings—such as jewelry, furniture, photographs, and books—sometimes slip through the cracks of their estate plan. While certain books may be gifted to a beneficiary in a loved one’s will, a book lover may leave behind othe… Read More
Closeup hand. Young woman helping hold hands offering her senior man, Caring nurse helping elderly old man care gets help. Deathbed planning.

Why Deathbed Planning Might Give You Additional Grief

None of us likes to think about our own death or enjoys planning for that occasion. However, if you do not create an estate plan or if you fail to update it regularly, you are likely setting your loved ones up for even more stress and grief after you… Read More