What’s the Best Thing to Do with an Inherited House?
Leaving behind a home for a loved one to inherit is a huge gift, but without the right planning, it could be an equally large headache.
Estate Law Blogs & News
Should Young Families have an Estate Plan?
Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
How to Protect Child’s Public Benefits
If you have a child or other family member who has special needs due to physical or mental conditions, you face a variety of challenges planning for their care, including financial ones.
Mistakes when Making Beneficiary Designations
Once you’ve bought an annuity or a life insurance policy and named your beneficiaries, you may never think about those beneficiary designations again. However, that could be a big mistake.
Children Estate Planning-Should we talk?
Many baby boomers may hesitate to discuss money with their children. However, the reality is that a massive amount of wealth will be transferred in the next couple of decades. Cerulli Associates estimates that about $68 trillion will move between generations within 25 years, with most of those assets transferred to Generation X households.
Make Sure Your Children Can Handle an Inheritance!
How can you prepare your children to handle the assets they’ll eventually inherit?
Is the Pandemic Making Young People Think About Estate Planning?
Caring.com, a leading senior living referral service and the nation’s top site for senior care reviews, has published a comprehensive report from its annual Wills and Estate Planning Study.
Have Estate Planning Conversations with Aging Parents
Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by the financial services company HSBC.
Why are Beneficiary Designations Important?
Vanguard has sent me a beneficiary designation verification letter. For the primary beneficiary, it says it will be the person I am married to at the time of my death. For the secondary beneficiary, it says, my descendants “per stirpes.” I have one child. Should the beneficiary designation include his name?
What Does ‘Per Stirpes’ in a Will Mean?
Per stirpes in a will means that a deceased’s child’s share will pass to the deceased’s child’s children in equal shares, if any.
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