Divorce, Death and Details: Missteps can Create Estate Planning Disasters
After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.
Does a Trust Have to Be Funded to Be Valid?
If you don’t also fund it, unexpected things can happen and some of those things may not reflect the intent to the grantor.
What Legal Documents Should You Have?
A majority of retirees—53%—have a last will and testament. However, most lack six other crucial legal documents.
Does a Will Supersede a Beneficiary Form?
If you haven’t reviewed your beneficiary designations recently, you may be setting your heirs and estate up for some unpleasant surprises.
How Much Should We Tell the Children about the Estate Plan?
Even those with thorough estate plans might have neglected to discuss details with potential heirs.
What Do I Need to Know about Creating a Will?
Creating a will is one of the most basic elements of estate planning. There are different types of wills you can choose from, including a simple will.
What Steps to Take when Diagnosed with Alzheimer’s
Obviously, the first step is to work with your doctor to slow the progression. However, there are legal steps you need to take as quickly as possible.