Do You Have to Do Probate when Someone Dies?
For most of us, the first time we ever thought about probating a will is when someone in our family has died. So, what does it mean to probate a will?
Should Young Families have an Estate Plan?
Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
Estate Planning and a Second Marriage
Married people in second marriages with prior children often have to balance the future well-being of their spouse with that of their own children.
What Happens If My Trust Is Not Funded
Revocable trusts are a very popular and effective estate-planning tool. However, the trust will be ineffective, if you do not actually place your assets in the trust.
What’s Involved in the Probate Process?
The probate process refers to court proceedings that you have to go through when a loved one passes on, and they have left an asset in their name.
The Biggest Estate Planning Mistakes and How to Avoid Them
One of the biggest wealth transfers our nation has ever seen is about to take place. Over the next 25 years, as much as $68 trillion of wealth will be passed to succeeding generations.
Does My Estate Plan Need an Audit?
Estate planning is the process of transferring the management of your assets, if and when you are unable to manage them yourself due to disability or death. Whether you have $100 or $100 million you should have an estate plan.
What are the Biggest Estate Planning Mistakes?
Taking a few simple steps now can potentially help save your beneficiaries thousands in legal fees and taxes.
What Debts Must Be Paid after I Die?
If you are concerned about incurring debt after a family member’s death or are worried how your own debt will impact your family, here are some things you should know.
What’s the Best Way to Select a Beneficiary for My 401(k)?
You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will pass to the person you name as the beneficiary of the account. The information on your 401(k) beneficiary form typically supersedes what is written in your will. Therefore, it is important to keep this form up to date for all your retirement and investment accounts.
