Steven Peck
What Is the Purpose of a Pet Trust?
You don’t have to be a billionaire to want to protect your pets. However, you do need to plan for their well-being, if something happens to you.
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Blog
Steven Peck
Should I have Revocable Living Trust in Estate Plan?
Kiplinger’s recent article entitled “What Assets Should Be Included in Your Trust?” says that a revocable living trust is a document that’s created to protect your assets during your lifetime.
Steven Peck
What Happens If You Become Incapacitated?
If you became incapacitated and advance planning had been done, your family will have the legal documents you need. Just as importantly, they will know what your wishes are for incapacity and end-of-life care.
Steven Peck
What Do I Need to Do Right after Spouse Dies?
If you are very close to the person who has passed away, you’ll likely have a lot to do immediately after their death.
Steven Peck
Should I have a Pour-Over Will?
A pour-over will is a type of will that’s created in conjunction with a trust. It can help facilitate the transfer of assets, if a trust’s grantor (the person establishing the trust) has failed to transfer all intended assets into the trust.
Steven Peck
Should You Update Your Estate Plan?
Some reasons to update your will are more obvious than others, like marriage, divorce, remarriage, births and deaths.
Steven Peck
Can You Inherit a House with a Mortgage?
Inheriting a home with a mortgage adds another layer of complexity to settling the estate, as explained in a recent article from Investopedia titled “Inheriting a House With a Mortgage.”
Steven Peck
Why Is Communication Important in Estate Planning?
Successful transition of wealth from generation to generation is best accomplished when family members have a shared understanding of the overall use of the family wealth.
Steven Peck
My Children Really Don’t Want My Stuff?
Next Avenue’s recent article entitled “Your Top 10 Objects Your Kids Don’t Want” gives us a list of these items and what to do with them.
Steven Peck
Can I Protect My Inheritance from Divorce?
Even if divorce is the last thing on your mind, when an inheritance is received, its wise to treat it differently from your joint assets, advises a recent article “Revocable Inheritance Trust: Inexpensive Divorce Protection” from Forbes.