Losing a loved one is never easy, and the legal and financial questions that follow can be overwhelming. One of the most common concerns families face is what happens to property that was jointly owned with the deceased. For example, does the surviving owner automatically in ...

Warren Buffett, one of the most successful investors in history, has long been an advocate for responsible wealth management. Buffet is the chairman and CEO of Berkshire Hathaway and one of the richest individuals in the world. Buffett is also a philanthropist, pledging to g ...

Many people opt to travel more after retiring because they have much more free time. This raises the question of what happens if someone dies while out of the U.S.  Of course, there are the more obvious obstacles, such as notifying their family and getting their remains ...

For many people, religious or philanthropic missions become a cornerstone of life. This is especially true during these difficult times. As a result, some people want to leave a gift in their estate plan to the charity or religious organization of their choosing.&n ...

Medicaid assistance could be a vital lifeline for individuals who develop expensive medical conditions.  Without Medicaid assistance, you could be left to incur steep medical expenses all on your own.  Expenses such as nursing home care can drain someone’s entire ...

When creating your estate plan, it’s important to consider any overseas assets or relatives that may be relevant to your plan.  These factors may require special consideration to make sure they are addressed in the best way possible. Overseas assets can include a lita ...