Aug 19, 2024 | Estate Planning, Finance
What to consider when leaving money to minors When meeting with loved ones who have young children or relatives, we are often asked how they may effectively leave money to them. Uniform Transfer to Minors Act One tool commonly discussed for leaving assets to young...
Sep 5, 2023 | Estate Planning, Finance
Consider Irene, who recently became a widow when her husband, Henry, died. Like many married couples, they held the title to their home as Tenants by the Entirety. As a surviving Tenant by the Entirety, Irene automatically acquires all ownership and needs to update...