How to Avoid Probate
How can we avoid probate and reduce the estate tax for our beneficiaries, who are our two adult children?
What Is a POD Account?
Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
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.
How Do I Set Up a Living Trust?
Setting up a living trust is largely the same, regardless of where you live in the U.S.
How Can Beneficiary Designations Wreck My Estate Plan?
Beneficiary designations are a crucial part of estate planning, yet they are often overlooked. Once you have signed your estate planning documents, you need to make sure that your beneficiary designations are consistent with the rest of your estate plan.
What are the Main Estate Planning Blunders to Avoid?
Maintaining a valid and current estate plan is vitally necessary in order to ensure the efficient and orderly dispersion of assets after a person dies. However, even a small mistake can create huge problems during the settlement process, and in many cases, these errors are impossible for anyone to correct.
How Do I Avoid Unintentionally Disinheriting a Family Member?
Do you want to disinherit your loved ones? Then simply name the wrong person on your beneficiary forms. That sounds too simple, yes, but everyday individuals die leaving their financial assets to the wrong person.
Do Unmarried Couples Need Estate Planning?
Experts say that creating a plan for what happens to your estate — regardless of how meager or massive your assets — is key for unmarried couples who want their commitment to each other protected in the event of death.
