What are Top ‘To-Dos’ in Estate Planning?
The biggest misconception people have about estate planning is that “they are not that old and can do it later,” say almost half (49%) of advisors in a recent Key Private Bank Advisor Poll on estate planning. Yet, the majority (73%) of advisors say the ideal age to start putting an estate plan in place is before 40—earlier than many people think.
What are Typical Estate Planning Documents?
If you want loved ones to remember you fondly, tackle your estate planning tasks. Your heirs will thank you for not leaving a legal mess to sort out.
Does Estate Planning Vary by State?
Whether you’ve recently moved to Florida or are a ‘snowbird’ with Florida residency, there are important reasons to consider updating your estate plan.
Just What Does an Executor Do?
In addition to deciding who gets what when you die, you have key roles to fill that deserve thoughtful deliberation as part of the estate-planning process, experts say.
What’s a Living Will?
A living will is a legal document that allows you to specify the kind of care you’d like to receive in end-of-life situations. This is different from an advance healthcare directive, though either one can be an important part of an estate plan.
Should You Get Medical Power of Attorney?
Ensuring that your wishes on your medical care are followed is up to you. Take action now while you’re well, or you could lose a say in the matter during a crucial time later.
Your Will and Estate Planning Checklist
Most people should have a will, but it’s rarely the most significant estate planning document that an individual will hold.
Are Your ‘Affairs’ Really in Order?
With the threat of COVID-19, we’ve all come face-to-face with our mortality, but are you prepared for the worst?
What Is a Guardianship?
My Dad has been deemed unable to make his own decisions, and he does not have a Power of Attorney. The hospital said we need to apply for guardianship. What is that?
Is it Better to Have a Living Will or a Living Trust?
Whether you need a living will vs. living trust as part of your estate plan depends on your overall financial situation and goals. However, it’s helpful to consider the advantages of including one or both in your planning efforts.