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Who Gets Your IRA When You Die? It’s Not So Simple

Posted by David W. Veliz | Apr 19, 2019 | 0 Comments

Many parents will split their inheritance 50/50, but what happens if one of the heirs passes away? Who does the IRA money go to? If your children are alive when you die and you designated 50/50 outright beneficiaries, they will each get half the funds. They can do as they please including...

6 Reasons Why You Need an Estate Plan

Posted by David W. Veliz | Mar 22, 2019 | 0 Comments

We commonly throw the word “estate” around for the top tier wealthy class, however, estate planning isn't reserved just for the rich. Everyone, regardless of family dynamics or financial status can benefit from having an estate plan – a collection of documents that specify how you want your asset...

5 Estate Planning Questions Everyone Should Ask

Posted by David W. Veliz | Feb 22, 2019 | 0 Comments

No one ever truly knows when it's our time to move on. We may think we're destined to live to our 90's, but life doesn't always turn out as we expected. Having an estate plan in place can eliminate any unexpected circumstances life throws at you. Not sure where to start? Ask yourself these 5 que...

Parenting Together After You’ve Parted

Posted by David W. Veliz | Feb 15, 2019 | 0 Comments

When couples with children get a divorce, no matter what the circumstances of the breakup are, one fact remains: You will still be parenting together. To eliminate a stressful environment for your children it's important to learn how to work effectively with one another in your parenting roles. ...

What Happens to Debt When You Get Divorced

Posted by David W. Veliz | Feb 08, 2019 | 0 Comments

Divorce can be a long and difficult process. You'll need to make decisions about a number of financial issues, including debt that you took on jointly with your spouse. Unfortunately, when going through a divorce, loans are rarely split up the way we expect them to be. Take these steps to protect...

Estate Planning for New Parents

Posted by David W. Veliz | Jan 16, 2019 | 0 Comments

Congratulations, new parent. How's parenthood treating you so far? Estate planning may be far down your list of priorities as you're in the midst of taking care of a newborn and that's OK. We're here to help you consider key aspects about estate planning including: Drawing up a will that n...

This Is Why January Is the Biggest Month for Divorce

Posted by David W. Veliz | Dec 28, 2018 | 0 Comments

For years, January has been unofficially designated as Divorce Month. Although studies have shown most divorces actually happen in August or March, the courts will see a spike in divorce filings right after the new year. Many legal professionals believe this trend boils down to one idea: People...

5 Child Custody Mistakes Single Parents Make

Posted by David W. Veliz | Nov 06, 2018 | 0 Comments

Going to court to fight for child custody is an emotional time. And many single parents make mistakes simply because they're uncertain about what to do, and they're easily swayed by friends and family members who mean well, but who have little or no experience with the courts. Here are the five...

Beginner Estate Planning for Millennials

Posted by David W. Veliz | Oct 19, 2018 | 0 Comments

Being wealthy is not a requirement for creating an estate plan. Neither is being old, retired, having a family or owning a lot of assets. If you are a Millennial, and you haven't started estate planning, here's how and why you need to get started. Why Millenials Should Begin Estate Planning No...

What Impact Does Remarriage Have on Child Support?

Posted by David W. Veliz | Oct 05, 2018 | 0 Comments

You divorced several years ago and agreed to monthly child support payments. But now you're remarrying, and things have changed. Not only do you now need to support your new spouse's kids, you may even be considering adoption. Or, you may simply want to start a new family and need a better sense ...

When it comes to divorce, not all assets are equal

Posted by David W. Veliz | Sep 14, 2018 | 0 Comments

Ironically, the discussion between the equality of assets is the only time both parties in a divorce will agree. The divorce process is never fun. On top of the emotional toll, financial missteps during the process can leave you in far worse shape than you intended. Unfortunately, the more inter...

Estate Planning Basics: A 7-Step Checklist

Posted by David W. Veliz | Sep 07, 2018 | 0 Comments

Estate planning is the process of designating who will receive your assets and handle your responsibilities after your death or incapacitation. The goal is to make sure your beneficiaries receive these things in the most cost-effective way possible. Follow the 7-step checklist to make sure your ...

6 Apps To Make Co-Parenting Easier & Less Stressful

Posted by David W. Veliz | Sep 04, 2018 | 0 Comments

Communicating with an ex is difficult, especially when kids are involved. In order to be a responsible parent you have to find ways to co-parent effectively, peacefully, and to the best of your ability. Luckily, we're in the 21st century and technology has made it easier for separated co-parents ...

Planning Ahead: Have You Chosen Your Beneficiaries?

Posted by David W. Veliz | Aug 17, 2018 | 0 Comments

Make sure your loved ones get everything they're entitled to if you pass away. It's difficult to actually put time aside to figure out a plan about your retirement assets when you die. However, it's better to plan ahead, not just for you, but your loved ones as well. Especially, for accoun...

8 Ways to Tell Your Kids You’re Getting Divorced

Posted by David W. Veliz | Aug 13, 2018 | 0 Comments

Know the plan Parents should only let their children know that they're getting divorced until after they have already filed, found a new home for the parent who is moving out, have furnished it and have a concrete move-in date. They need a completed and specific plan to avoid anxiety. If ...

6 Critical Steps to Prepare Your Finances for Divorce

Posted by David W. Veliz | Aug 10, 2018 | 0 Comments

It's inevitable that both parties will be scarred after a divorce. However, here's six steps you can take action in now which can ensure you are financially protected. Gather Your Financial Records Gather ALL your financial records which will tend to be five years' worth of documents. ...

Defusing The Time Bombs In Your Estate Plan

Posted by David W. Veliz | Aug 08, 2018 | 0 Comments

There's a time bomb ticking in many estate plans. However, you most likely won't know if the bomb explodes. The question is how big the explosion will be. The “bomb” is the person or people, you name to act for you. Whether they act during your lifetime or after, they often make or break your e...

How To Leave A Legacy When You Don’t Have Children

Posted by David W. Veliz | Aug 06, 2018 | 0 Comments

The question of what you leave behind can be especially fraught for people who do not have heirs. Karen Malone Wright, 62, founder of TheNotMom.com a website for childless women- and an only child with no kids herself- she's never been able to shake the feeling of being the last one to turn the l...

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