Blog Category

Estate/Trust

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…

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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…

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Disputes Arising Over a Power of Attorney

Posted on July 06, 2018

As members of the Baby Boomer generation continue to age, many of them are making sure that their estate plans are in order. One…

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How to Prove You Are an Heir of a Distant Relative

Posted on July 04, 2018

Many people fantasize they will get a notice stating they are entitled to inherit money from a long-lost relative. This could be…

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Prenuptial Agreements as an Estate Planning Tool

Posted on July 02, 2018

Prenuptial agreements and domestic law vary from one state to another but nearly every state has laws that prevent one spouse from…

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When Is a Will ‘Ancient?’

Posted on June 29, 2018

There may be a time when you come across an old will of someone who recently died. Perhaps it is discovered in an old file cabinet.…

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Blended Families: Handling Financial Matters After Remarriage

Posted on June 27, 2018

Estate planning can especially complicated for those who remarry. In addition to considering your spouse and children in your current…

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A Potentially Large Responsibility: Taxes After Someone Dies

Posted on June 25, 2018

The death of a loved one is always difficult but it can be even more challenging if you are the one who must handle all the resulting…

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Align Your Will With Other Documents

Posted on June 22, 2018

You know the importance of having a will. If you die "intestate" (in other words, without a will), your state's laws will determine…

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Give Away Your Potential Tax Liability

Posted on June 20, 2018

You spend a lifetime accumulating a large estate. But without careful planning, Uncle Sam will knock on the door after you die and…

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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.

"I love working at DWD because of the variety of work I get to experience and the team-like structure that is put in place here. Staff members at any level are more than willing to answer questions and…"
Brandon McKee
DWD Senior Accountant