February 21, 2018

ARE PAY ON DEATH ACCOUNTS RIGHT FOR YOU?

A payable-on-death account, also called a POD account, is a common way to keep bank and investment accounts out of probate, the…

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ARE PAY ON DEATH ACCOUNTS RIGHT FOR YOU?

A payable-on-death account, also called a POD account, is a common way to keep bank and investment accounts out of probate, the…

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January 31, 2018

ORGANIZING FOR TAX (AND ESTATE PLANNING) SEASON

It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner….

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January 21, 2018

DEBT AFTER DEATH: WHY YOU SHOULD THINK ABOUT IT WHEN PLANNING YOUR WILL

If you carry debt, do not assume that your death or incapacity will make it automatically disappear. To the contrary, the money…

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January 10, 2018

DEBT AFTER DEATH: WHY YOU SHOULD THINK ABOUT IT WHEN ESTATE PLANNING

If you carry debt, do not assume that your death or incapacity will make it automatically disappear. To the contrary, the money…

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December 10, 2017

THERE’S NEVER A BETTER TIME THAN NOW TO GET YOUR AFFAIRS IN ORDER

The idea of getting your financial and legal house in order is likely the last thing on your mind during the busy…

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November 21, 2017

FOUR REASONS WHY ESTATE PLANNING ISN’T JUST FOR THE WEALTHY

Estate planning is not only for the ultra-rich.  Recent polls conducted by AARP, Gallup and Caring, conclude similarly that more than half…

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October 21, 2017

IRAS, ANNUITIES AND GUARDIANSHIP: PROVIDING FOR YOUR MINOR CHILDREN AFTER YOU DIE

Deciding on a guardian for your minor children may very well be the most vexing decision you’ll make regarding your estate planning….

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September 21, 2017

HOW A LIVING TRUST HELPS YOUR FAMILY

There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone to create…

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August 21, 2017

STEPS TO TAKE AFTER THE DEATH OF A SPOUSE

There are many immediate tasks at hand after the loss of a spouse such as notifying their friends, family, and colleagues, making…

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  • Law Office of Kathleen M. Toombs


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