by Durham Law Firm | Sep 18, 2019 | Estate Planning
When someone passes away and a client seeks our help in handling the final affairs of their loved one, one of the first questions we ask is whether the deceased person had a Will. So often, the answer is yes, and then the client shows us the Will. A lot of the time...
by Durham Law Firm | Aug 28, 2019 | Estate Planning
If you are a financial advisor, you may believe that estate planning is best handled by attorneys. While an attorney is necessary to draft legal documents, it is also beneficial for financial advisors to be part of the estate planning conversation. For any individual...
by Durham Law Firm | Aug 14, 2019 | Estate Planning
If you are the parent of a college-bound child, these last few weeks have probably been a little hectic preparing for classes to start back. As much preparing as you have done though, you may still be concerned about your child’s safety while they are away. One thing...
by Durham Law Firm | Jul 26, 2019 | Estate Planning
In May, the United States House of Representatives passed the “Setting Every Community Up for Retirement Enhancement Act”, otherwise known as the SECURE Act, with an overwhelming majority vote of 417-3. The bill is currently in the Senate, and if the President should...
by Durham Law Firm | Jun 19, 2019 | Estate Planning
It is incredibly common for people to own a bank account of some type at their death. The ways in which bank accounts are distributed or transferred after a death depends on what type of account it is. There are several different types of accounts and some may not...
by HWH Updates | Jan 10, 2018 | Estate Planning
Accumulating wealth and protecting wealth are two very different things. Research shows that it takes just two generations for a family to lose 70% of its net worth. By the third generation – it hits 90%. Protecting the inheritance of future generations requires...
