Blog tagged as Probate

What To Do When a Loved One Dies

10/31/2022 08:18 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

For the final day of Estate Planning month, here are the many tasks and processes to complete when a loved one dies.

Avoid These Common Estate Planning Mistakes

10/26/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

For Estate Planning Month, here are some common mistakes to avoid with your estate plan.

August Is National "Make a Will" Month

08/08/2022 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

August is National "Make a Will" Month! This is a great annual reminder to review your will or create a will if you don’t have one already. Read more about the benefits of having a will and how to create one here.

Everyone Needs an Inheritance Strategy

05/04/2022 08:49 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Many people dream of coming into an inheritance, but not all that glitters is gold. This article will help you understand the complexities of inheriting wealth and why you need a strategy.

Estate Planning in 2022: Do You Have These Documents Prepared?

01/07/2022 08:50 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.

A Guide to Dividing Your Estate Unequally

10/12/2021 08:34 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Wondering how to unequally divide your assets without dividing your family? If you’re thinking about leaving more for one child than the other, it’s important to know your options.

A Guide to Trusts for Estate Planning

10/08/2021 08:22 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

If you’re a part of the majority of Americans who have put off facing the future of their finances after death, it might be time to start weighing your options.

Avoiding Probate And Why You Might Want To

10/04/2021 08:00 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Many people don't understand what probate is, and that isn’t necessarily a bad thing. Probate is the legal process by which a will is validated. If there’s no will, it’s the legal process of settling a person’s affairs.

Estate Planning Awareness Month: Rethink These 8 Estate Strategy Myths

10/01/2021 02:40 PM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.

Estate Plans: Not Just For The Wealthy

09/30/2021 08:59 AM By Mike Halper, CFP®, MPAS®, SE-AWMA®, CDAA, CBDA - Comment(s)

Many people also think they can put off estate planning if they're young and healthy. However, this type of thinking can put your family at risk. An estate plan covers a variety of different scenarios, and not just the passing of large amounts of wealth.