Most people picture big-ticket items like homes, cars, and investment accounts when thinking about inheritance. But sometimes what leaves executors and representatives with a big headache are the everyday belongings. These personal items can often be overlooked,...
Losing a loved one is a challenging time, and dealing with legal and financial matters only adds to the complexity. One of the crucial questions you may face after their passing is whether they had a will. A will outlines their wishes regarding asset distribution,...
When it comes to crafting your estate plan, one of the crucial decisions you’ll need to make is how to split responsibilities among your loved ones. It is often assumed that the oldest child should automatically take on the role of executor or trustee, or that...
When it comes to managing your estate and securing your family’s financial future, the impact of refinancing your home on your estate plan might not be the first thing that comes to mind. However, if you’ve established a revocable trust as part of your...
A billion dollars goes a long way. Ruth Gottesman, a former professor at the Albert Einstein College of Medicine and Chair of the Einstein Board of Trustees, has been working for and associated with the college for over 55 years. A passionate believer in the...
The IRS has launched a new pilot program this tax filing season called Direct File, and you’re in luck because Washington is one of the 12 states participating this year! This program allows you to file your federal tax return electronically and directly with...
