What are the Estate Planning Essentials?
If you want loved ones to remember you fondly, tackle your estate planning tasks. Your heirs will thank you for not leaving a legal mess to sort out.
Estate Law Blogs & News
When Should an Estate Plan Be Reviewed?
The documents may still be valid but if they are stale or outdated, you may spend significant money trying to use them down the road.
What Is the Purpose of an Estate Plan?
You can reduce stress and expenses for yourself and your family, if you develop an estate plan that includes these important documents.
What is not Covered by a Will?
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
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.
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.
Make Sure Your Children Can Handle an Inheritance!
How can you prepare your children to handle the assets they’ll eventually inherit?
Divorce, Death and Details: Missteps can Create Estate Planning Disasters
After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.
Can I Fund a Trust with Life Insurance?
Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
Can You Place a Life Insurance Policy in a Trust?
A trust is often only as good the trustee in charge of it. Read on, as we examine the important role of the trustee and discover how to make sure yours is acting correctly, especially with complex instruments like insurance.
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