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Why Do I Need a Power of Attorney?
A power of attorney can be invaluable.
What’s Better, A Living Trust or a Will?
Last wills and testaments, which were invented centuries ago, are the most famous estate-planning documents.
Retirement and Estate Planning Work Better Together
Even if you and your spouse have worked out the kinks in your day-to-day money habits, it’s important to reexamine the big picture.
Some Estate Planning Blunders by Celebrities in 2019
The sad reality is that many of us have not taken the time to execute a will or develop an estate plan. The estates of individuals who die without properly drafted and executed wills are distributed in accordance with the law of the states in which they reside at death.
What Does the Movie “Knives Out” Teach Us About Estate Planning?
One of the most dramatic scenes in the movie, is the gathering of the Thrombey Family at their father’s estate to hear the reading of the will.
Do Unmarried Couples Need Estate Planning?
Experts say that creating a plan for what happens to your estate — regardless of how meager or massive your assets — is key for unmarried couples who want their commitment to each other protected in the event of death.
How Does the SECURE Act Change Your Estate Plan?
These changes are so significant that every such plan holders should review their wishes and how their estate plans may be affected.
What Should I Know About Reverse Mortgages?
You’re not getting free money as a reverse mortgage borrower. The interest you don’t pay each month, is being added to the debt.
Disinheriting Loved Ones is A Common Mistake
Do you want to disinherit your loved ones? Then simply name the wrong person on your beneficiary forms. That sounds too simple, yes, but everyday individuals die leaving their financial assets to the wrong person.
Major Estate Planning Concern – How Do I Keep My Blended Family from Fighting over my Estate?
Even a close family can have quarrels and confrontations, but these conflicts tend to be more prominent within a blended family.