Financial Planning for Same Sex Couples

Financial Planning for Same Sex Couples

In this podcast I will answer the question: How does financial planning for same sex couples differ from financial planning for traditional couples? Since Supreme Court struck down the Defense of Marriage Act and the Treasury Department ruled that legally married...

Probate – Estate Planning

What is Probate? The court process for transferring property that do not have designated beneficiaries. What assets are subject to Probate? All assets that are in the decedent’s name (without a designated beneficiary) at the time of death. The estate needs to go...