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Who Receives an Inherited IRA after the Beneficiary Passes?

July 14, 2021

What happens if a non-spouse beneficiary inherits an IRA account but dies before the money is put in her name. There were no contingent beneficiaries. ...

Should You Add Someone to Your Bank Account?

July 13, 2021

I know of someone who was joint account holder with his dad for many years, then later his dad then appointed him as power of ...

Can I Create a Stress-free Asset Transfer?

July 12, 2021

Estate planning is a cornerstone of any healthy financial plan, but it can be difficult to discuss.

Will My Children Pay Taxes, If I Give Them My Home?

July 9, 2021

My house is in my mother-in-law’s name, and it is paid off. We pay all of the bills. She wants to take her name off ...

What Happens to My Mortgage When I Die?

July 8, 2021

Understanding what happens to your debt when you die is an important part of estate planning—and you don’t have to be rich to have an ...

What Taxes are Due When Children Inherit Home?

July 7, 2021

My sister passed away. Her only possession was her home, which still has a mortgage and she left it to my son and daughter, her ...

How are Charitable Contributions Used to Reduce Estate Taxes?

July 6, 2021

Increasing tax changes for the wealthy are coming, and motivation to find ways to protect the wealth is getting increased attention, according to a recent ...

Reviewing Estate Plans Matters

July 5, 2021

Many of our parents completed their estate plans decades ago. The documents may still be valid. However, if they are stale or outdated, you may ...

How Do Special Needs Trusts Work?

July 2, 2021

Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.

Estate Planning Matters for Singles

July 1, 2021

If you don’t have a spouse and children, you might not think you need to do any estate planning—but that’s not the case.

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Gordon Law Group helped resolve my case by providing an advanced level of legal expertise and offering much needed legal direction that enabled me to make smart decisions during an unfamiliar situation. Highly recommended.

My wife and I reached out to Adam O’Dell with the Gordon Law Group for help with getting a will set up, along with plans for our child in case something happened to us unexpectedly. Adam was great at really drilling down to what our needs are and how we envision care for our son in case the worst happens. After our initial meeting, he had the documents drawn up from scratch, reviewed by someone else at the firm just to ensure he had not missed anything, and ready for us to sign by the next week. I would count this as a great experience, and Adam would be the first person I contact in the event that I need legal services in the future.

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