The New Capital Journal
Financial news, views, advice, and guidance.
Brought to you by New Capital and our business partners.
How to Fund a Trust: A Step-by-Step Guide
Discover a simplified approach to funding a trust, including how to transfer assets and what to consider for different property types.
Navigating the IRS Rule on Irrevocable Trusts
The IRS created a pretty major rule change about how assets are treated in Irrevocable Trusts for tax purposes.
How Much Does A Funeral Really Cost?
Depending on the type of funeral service you are having, the cost can vary significantly.
Blended Family Estate Planning: Challenges, Tips, and Mistakes To Avoid
Estate planning strategies change along with shifting family dynamics.
Complete Guide to Joint Trusts
For married couples, a Joint Revocable Trust might be able to offer a sense of confidence that begins the day you both sign.
Probate Court 101: What to Expect During Probate
Losing a loved one is challenging for a number of reasons, but it can be made even more difficult if you are responsible for navigating the many legal processes associated with probate court.
Minors Inheriting Assets: Limitations and Considerations
Learn how to set up an estate plan workaround to ensure your children can successfully obtain their inheritance.
Are probate records public?
Find out everything you need to know about probate records and what information goes under public record in this guide.
EWill Legislation: Where We Stand and What Lies Ahead
EWills are on the rise, making estate planning more accessible and convenient than ever. Learn about the current landscape of eWill legislation and what lies ahead.
A Guide to See-Through Trusts
With the passing of the SECURE Act (both 1.0 and 2.0), the use of a See-Through Trust became popular. Learn how this estate planning tool can help you pass your retirement assets to your loved ones, and when it makes sense to use one.
Can We Talk About Your Will?
Bringing up the conversation of Wills to your parents can be challenging, but it is important to bring up these topics sooner rather than later so that you have the opportunity to understand your loved one’s final wishes.
Living Will: Planning Your Legacy
By establishing a living will, you can have peace of mind knowing that your loved ones will know exactly what to do if the unimaginable happens.
Who Should Be My Beneficiary?
Deciding who should be your beneficiary may be a no-brainer for some people. But for others, it might be a bit more difficult.
Guide to Setting Up a Family Trust
How does a Family Trust work? Are there different kinds? And how can you set up your own Family Trust? Use this step-by-step guide to get started!
Survivor’s Trusts: What You Need to Know
A Survivor's Trust is a sub-trust created when one spouse in a Joint Trust passes away.
How Filial Responsibility Laws Can Affect You
Are aware of filial responsibility law? Learn more about filial responsibility and five ways it may affect you.
5 Ways To Protect Assets From Nursing Home Costs
Nursing home costs are exorbitantly expensive. Learn how to protect assets from nursing home costs.
Is Contesting A Will Possible?
Contesting a Will can be a long process, but it’s certainly possible. We’ll explain when and how to do it the right way, if ever necessary.
Testamentary Trust vs Living Trust: What's the Difference?
How living trusts and testamentary trusts work and how they are different.
See-Through Trust: Secure the Longest Possible RMD Through Your Estate Plan
Wondering how the SECURE Act will impact your retirement savings and distributions? Learn how using a See-through Trust may be just the solution you’re looking for.