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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,...
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...
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...
A special needs trust can be a great way to provide for a loved one who may need to rely on government programs for support as he or she ages. This is because assets that are placed into a special needs trust do not count toward income limitations for programs such as...
Most people have debt of some kind, and often have questions about what happens to their debt if they die, particularly if they die without a will. It is natural to not want to pass on the burden of your debt to their surviving family members or loved ones. The...
An estate plan requires time and effort. But there are common mistakes that people make with their plans that upsets their existing estate plan. Leaving gifts and not changing their will People may use their wills to leave cash gifts to relatives or friends. However,...
Many people think that estate planning is only for older and/or wealthy people, but this is not the case. Everyone can benefit from an estate plan. Young people tend not to think about the end of their lives too much if they are healthy. If they are not healthy, their...
The need for long-term care planning is extensive. In fact, studies show that as many as 70% of elderly individuals will need long-term care at some point in their lives. The truth of the matter is that many of these individuals are woefully unprepared for this...
Are you worried about what’s going to happen to your assets once you’re gone and they’ve been passed on to your loved ones? If so, take comfort knowing that this is a common concern amongst estate planners. These individuals often fear that the lifetime of wealth that...
In this day and age, there are many things happening around the world that can make people hesitant about planning for the future. But when it comes to taking care of your loved ones after you are no longer here, there should be no question about making a plan that...
