Blog Category
Estate/Trust
The Basics of Estate Planning
With the many changes in the estate tax in recent years, you could be confused about the need for estate planning. But estate planning…
What’s Involved in Being an Estate Executor?
If you're asked to serve as the executor of an estate, think carefully about the decision before accepting the position. Acting as…
When a Will Is Challenged
When a will is contested, it usually means that one or more family members feel they have been unfairly cut out or shortchanged. The…
Using Prenuptial Agreements as an Estate Planning Tool
Prenuptial agreements and domestic law vary from one state to another but nearly every state has laws that prevent one spouse from…
A Qualified Personal Residence Trust for Your Vacation Home
Do you own a beach house, ski chalet, resort condo or other vacation getaway? Perhaps it's the place where cherished family…
Dealing With an Inheritance
After receiving an inheritance, you need to determine how to incorporate those assets, whether stocks, bonds, real estate, or some other…
Contesting a Will Is No Easy Feat
When it comes to executing a will, many people worry unnecessarily that their wills might be contested. In fact, wills are seldom contested…
Getting Your Estate in Order
Don't let the changing estate tax environment prevent you from getting your estate in order. Whatever happens with the future of…
Protecting Assets When a Spouse Receives Medicaid
Many couples, in their golden years, find themselves wondering: What if one or both of them is admitted into a nursing home and needs…
Be Cautious If You Plan Your Own Funeral
Generally we don't like to think about our mortality, but many people do just that when they include a prepaid funeral in their…
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.