Where Do You Score on Estate Planning Checklist?
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
October 24, 2021
Do I Have to Give My Husband’s Children from First Marriage Anything When He Dies?”
Do my husband’s minor children from a prior marriage have any rights to any marital assets acquired during our marriage in the event he dies before me?
October 23, 2021
What is the Difference between Conservatorship and Guardianship?
The term ‘conservatorship’ was suddenly all over the news this year because of singer Britney Spears. However, whether you’ve been reading up on the topic because of current events or you’ve been trying to understand it for personal reasons, the legal jargon can be confusing.
October 22, 2021
Estate Planning for Special Needs Children
It takes a special parent to care for a child with special needs. These parents’ greatest financial concern is typically ensuring that their children are cared for when they can no longer do so.
October 21, 2021
If I Have a Will, Do I Have an Estate Plan?
While a will is often part of an estate plan, an estate plan covers much more ground.
October 20, 2021
Is My Will Void If I Get Divorced?
Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure your estate planning is up to date.
October 19, 2021
What’s the Best Way to Create a Comprehensive Estate Plan?
When it comes to estate planning, many Americans are unprepared for what comes after death. Two out of three adults do not have a will or other estate planning documents, according to the caregiving website Caring.com.
October 18, 2021
Can I Be Certain My Estate Plan Is Successful?
Your estate plan is much more likely to be successful, when you recognize and avoid the most common mistakes and take some key actions that often are overlooked.
October 13, 2021
What Happens If You Don’t Name Beneficiaries?
If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?
October 12, 2021
What’s Happening to the Estate Tax?
Under current rules, the federal estate tax won’t ever affect you, unless you’re quite wealthy. However, that could change rapidly, even if you are far from rich.
October 11, 2021
