Wills have limits

A will is one of the most basic and essential estate documents. But there are many laws and documents that govern how your assets may be transferred regardless of what is contained in your will. Retirement accounts Usually, the beneficiaries named on 401(k)s, individual retirement accounts and pensions are entitled to those assets despite what [...]

By |2022-01-20T00:47:25-05:00January 20th, 2022|Estate Planning|Comments Off on Wills have limits

Should you talk to your adult children about your estate plan?

It’s not easy to think about your own mortality. And it might be worrying to think about how your loved ones are going to get by once you’re gone. But you can’t let these fears paralyze you into inaction. Instead, you need to take the steps necessary to ensure that you have a sound estate [...]

By |2022-01-11T04:51:22-05:00January 11th, 2022|Estate Planning|Comments Off on Should you talk to your adult children about your estate plan?

Be careful when estate planning in a blended family

Living in a blended family has a number of challenges. You may struggle to build and maintain relationships with your spouse’s children and finding a balance of time sharing with each side of the family can be difficult. But another aspect of a blended family that you can’t overlook is estate planning. The dangers of [...]

By |2022-01-06T07:49:49-05:00January 6th, 2022|Estate Planning|Comments Off on Be careful when estate planning in a blended family
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