Archives

Estate/Trust

Buy-Sell Agreement: Be Sure to Answer These Questions

Posted on September 05, 2018

Resolve "what if?" questions now if you own a business! One estate planning tool that can protect your family and partners is a…

Estate Planning When Your Spouse is Not a U.S. Citizen

Posted on September 03, 2018

In today's world, it's not uncommon for a U.S. citizen who lives in this country to be married to a non-citizen who is a resident.…

Prepare Your Family with an Estate Planning Letter

Posted on August 31, 2018

As part of your estate planning, it's a good idea to have a non-binding letter to your spouse, children and other heirs outlining…

How to Handle a Vacation Home When Estate Planning

Posted on August 29, 2018

When people own something of sentimental value, they are sometimes unsure of how to pass it along to their heirs. This can happen…

What You Should Know about Organ Donation

Posted on August 27, 2018

When planning your estate, spend some time thinking about whether you want to donate your organs or remains to help another…

And the Executor Is ...

Posted on August 27, 2018

In her will, American businesswoman Leona Helmsley left $12 million in a trust fund to her dog Trouble (who died four years after…

Your Children and Estate Planning

Posted on August 20, 2018

If you have a sizable estate that you'll be leaving to your adult children, then your children probably need an estate plan of…

The Importance of Earnestly Organizing Documents

Posted on August 17, 2018

The paper trail that follows us throughout our lives includes records that track births, deaths, marriages, divorces and adoptions…

Turning Down an Inheritance

Posted on August 15, 2018

It's not enough to put together an estate plan for your immediate family. You should also consider any inheritances you might…

Estate Planning for Singles: Current Rules May Dictate Changes

Posted on August 13, 2018

Legislation enacted a few years ago made permanent changes to the federal estate and gift tax rules. Specifically, here are the…

Disclaimer: The information contained in Dulin, Ward & DeWald’s blog is provided for general educational purposes only and should not be construed as financial or legal advice on any subject matter. Before taking any action based on this information, we strongly encourage you to consult competent legal, accounting or other professional advice about your specific situation. Questions on blog posts may be submitted to your DWD representative.

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