If I’m Moving to a New State, Do I Need to Update My Estate Plan?
While legally you may not need all-new estate planning documents if you move to a different state, you should have your documents reviewed by a local attorney in your new home.
Estate Law Blogs & News
How Do I Talk to the Children about My Estate Planning?
Many baby boomers may hesitate to discuss money with their children, but the reality is that a massive amount of wealth will be transferred in the next couple of decades.
How Do I Select a Funeral Plan?
Taking out a funeral plan does not only have cost benefits but can also ease some of the emotional distress at an already difficult time.
Estate Planning for a Blended Family
If you’re in a blended family, you’re already aware of the emotional and financial issues involved in your daily life. However, what about the future?
Should Inherited Money Be Split Equal?
When you’re planning to divide your estate unequally, explain the reasons to your heirs, and remember: They might be hurt anyway.
What Should I Do when Spouse Dies?
While no one is ever ready to lose a loved one, proper planning in advance of a loss may help ensure that finances may be one less concern during such a trying time.
Get Estate Plan in Order, If Spouse Is Dying
Planning for the death of a spouse is difficult and painful. It involves conversations that we don’t want to have.
Should I Name a Trust as Beneficiary of My IRA?
It’s generally a bad idea to name a trust as beneficiary of your IRA.
How to Manage a Will and Trust
By definition, a Will accounts for a person’s wishes of how their assets and estate should be distributed and handled once they die. It spells out who should get what and who should do what, after the benefactor’s demise.
What are the Scariest Statistics for Retirement?
There’s plenty of frightening data on retirement planning in the U.S., even before you consider COVID-19.
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