How to Avoid Giving Estate to Your Ex Spouse
State laws generally make it so that once a married couple is divorced, ex-spouses lose all property rights.
Can You Keep Your Children from Inheriting Your Money?
I’ve decided I no longer want to leave my estate to my children. They are ungrateful brats. How can I set things up to give my money to charity when I die?
What Power Does an Executor Have?
If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility.
Will Moving to a New State Impact My Estate Planning?
However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.
Is It Ever Too Late for a Family Meeting to Discuss Money?
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
What’s the Best Way to Mess Up Estate Plan?
Here are the top five mistakes people make that upend their planning.
Do People Get Divorced after Age 65?
A divorce almost always comes with emotional, personal and financial complications. However, a divorce late in life also adds a level of complexity to your estate and tax plan.
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.
How Do You Divide Inheritance among Children?
First, before making a gift or bequest outright to your youngest son, consider whether now or in the future he will possibly be eligible for governmental assistance based on his disability and his own assets.
What Should I Do when Spouse Dies?
While no one is ever ready to lose a loved one, proper planning in advance of a loss may help ensure that finances may be one less concern during such a trying time.
