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When Should You Have ‘The Talk’ with Your Kids?
An immature or troubled child could try to misuse your money or goad you into handing over assets you might need later. Complicated family dynamics, or just your desire for privacy, may make you hesitant to open up.
What Is So Important About Powers Of Attorney?
A power of attorney names a person who can act on your behalf. This person is called your “agent” or “attorney-in-fact.” Before you create a power of attorney, you should know your options and which ones your home state allows.
Your Estate Plan is a “Dynamic Document”
Failing to ensure that your asset titling and beneficiary designations are coordinated with your estate plan, can lead to unintended costs, taxes and outcomes.
Does Your Estate Plan Need a Will or a Trust—Or Both?
One of the most fundamental choices you can make as you’re thinking about how to pass your assets on to heirs, is whether you hold assets in a revocable trust or more simply give them via a will. Both approaches have advantages, although trusts can provide significantly more benefits.
Top 10 Reasons to Get Going on an Estate Plan
It took my husband Mike’s heart attack to force us to recognize the need for having an estate plan. It was not smart. You are smarter than that. Create an estate plan today.
When Is It Time For My Dad To Give Up The Car Keys?
Older drivers these days are keeping their licenses longer and logging more miles on their cars than in the past, according to the Insurance Institute for Highway Safety. Nevertheless, fatal crash rates do tend to increase considerably after age 70 and reach their peak among drivers 85 and older.
Is Life Insurance a Good Idea for My Estate Plan?
Most American adults own life insurance, yet the buying process can be perplexing and pose traps for the unwary — and cause financial problems years down the road.
C19 UPDATE: Helping Seniors Battle the Unspoken COVID-19 Toll: Loneliness
We should take this opportunity to learn again what it really means to be social and find new forms of social connection.
How Does the Death of Prince’s Brother Impact the Late Rock Star’s Estate?
The death of Prince’s brother Alfred Jackson, along with his contested will, are raising new questions in the endlessly complicated efforts to settle the legendary musician’s estate, including whether a California man with a reputation for cozying up to celebrities will end up with one-sixth of Prince’s riches.
Which Famous People Have Made The Greatest Estate Planning Mistakes of All Time?
About 55% of Americans do not have a will. Even more worrisome is the fact that less than one in five millennials have a will. The top reason why Americans don’t have a will, is simply procrastination, followed by the feeling of not having enough assets, and a fact that it’s too expensive to set up.