Joint Tenancy vs. Inheritance: Understanding the Difference in Property Transfer
Joint Tenancy vs. Probate Inheritance: How Property Transfers Understanding how property transfers after a death is vital for both estate planning and heirs. Joint Tenancy…
Storage Units and Safe Deposit Boxes: Accessing a Deceased Person’s Stored Property
How to Access a Deceased Person’s Storage Unit or Safe Deposit Box Gaining access to a loved one’s stored property after their passing requires specific…
Special Considerations for Inheriting Retirement Accounts
Inherited IRAs & 401(k)s: Rules and Tax Strategies Inheriting a retirement account like an IRA, 401(k), or Roth IRA involves a specific set of IRS…
Trusts Explained: Living Trusts vs. Other Common Types
Trusts 101: Living Trusts vs. Irrevocable Trusts A trust is a powerful legal arrangement where a grantor transfers assets to a trustee to manage for…
Estate Planning for Business Owners: Succession and Valuation
Business Estate Planning: Succession and Valuation Essentials For business owners, estate planning goes beyond a simple Will; it requires a robust succession plan and an…
Inheritance Rights: What Happens If There’s No Will
No Will? Understanding Intestate Succession Rights When a loved one passes away without a valid Will, they are said to have died intestate. In these…
When to Update Your Estate Plan: Life Changes and Important Timeframes
Is Your Estate Plan Outdated? Key Triggers for an Update An estate plan is not a “set it and forget it” task; it is a…
The InheritNOW Process
How InheritNOW Works: 4 Simple Steps The InheritNOW process is designed to be fast, transparent, and hassle-free for heirs and beneficiaries. We handle the heavy…
Should You Access Your Inheritance Early?
Should You Get an Inheritance Advance? Pros and Cons Deciding whether to access your inheritance early is a significant financial choice. An inheritance advance provides…