Checklists for Estate Plan Success
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
Estate Law Blogs & News
Estate Planning for Couples with Big Age Differences
Increasingly, financial advisors are working with clients from nontraditional families, which can sometimes require different or additional strategies to protect their assets and achieve their financial goals.
Do Married Couples without Children Need a Will?
In fact, many couples with no children mistakenly believe that they are less likely to need a last will and testament than couples with children.
Why Do I Need a Last Will, Like Yesterday?
Talking about and thinking about death can be very uncomfortable. But avoiding the issue altogether and leaving yourself-or more importantly, your family members-unprepared for such a reality is even worse.
Avoid Estate Planning Mistakes with a Blended Family!
A second marriage can be a balm for the heartache of losing a spouse, be it through death or divorce. Nevertheless, if there are children or other heirs involved, you should consider carefully what will happen with your money and possessions when you pass on.
What are My Best Estate Planning Moves?
Estate planning is the process by which you determine how your assets should be handled when you’re no longer capable of making financial decisions.
What Should a Power of Attorney Include?
Many people have signed at least one power of attorney in their life. A power of attorney, which names a trusted family member, friend or advisor as your ‘attorney-in-fact’ to control your assets, is meant to be used if you are incapacitated.
How To Address an Estranged Child in My Estate Planning?
Perhaps one of the most difficult, and increasingly common, estate planning questions involves the inclusion or disinheritance of an estranged child.
Do Single People Need Estate Planning?
If you don’t have a spouse or children, you might think you don’t need to do much estate planning. However, if you have any assets, any familial connections, any interest in supporting charitable groups – not to mention a desire to control your own future – you do need to establish an estate plan.
How Is Life Insurance Used in Estate Planning?
There may be potential benefits to life insurance beyond its traditional uses, especially when it comes to taxes, estate planning and long-term care.
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