Archives

Estate/Trust

When a Will Is Challenged

Posted on July 25, 2018

When a will is contested, it usually means that one or more family members feel they have been unfairly cut out or shortchanged.…

Using Prenuptial Agreements as an Estate Planning Tool

Posted on July 25, 2018

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

Posted on July 23, 2018

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

Posted on July 23, 2018

After receiving an inheritance, you need to determine how to incorporate those assets, whether stocks, bonds, real estate, or some…

Contesting a Will Is No Easy Feat

Posted on July 18, 2018

When it comes to executing a will, many people worry unnecessarily that their wills might be contested. In fact, wills are seldom…

Getting Your Estate in Order

Posted on July 16, 2018

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

Posted on July 13, 2018

Many couples, in their golden years, find themselves wondering: What if one or both of them is admitted into a nursing home and…

Be Cautious If You Plan Your Own Funeral

Posted on July 11, 2018

Generally we don't like to think about our mortality, but many people do just that when they include a prepaid funeral in their…

Estate Planning: Check Your Beneficiary Designations

Posted on July 09, 2018

Regardless of your income or net worth, there's one estate planning move you should probably make right now: Check the beneficiary…

Discussing Inheritances with Heirs

Posted on July 09, 2018

Many people are uncomfortable discussing with heirs how they will distribute their estate. Perhaps you don't want your children to…

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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