What Happens If I Don’t Fund My Trust?
If you have updated your estate plan during the Covid crisis and even found a way to sign your documents while maintaining social distance, do not overlook the last step of trust funding.
What Basic Estate Planning Documents Do I Need?
At this stage of your life, preparing these must-have documents is one of the most profound acts of love that you can bestow. This paperwork can shield your family from needless heartache, hassle and expense.
Should I Let The State Write My Will?
Death is not a favorite conversation topic. However, we all know it is something we must at some point discuss. The loss of a close friend or family member, or an event, such as the COVID-19 pandemic, seems to bring the topic to the forefront.
How Do I Include Care for My Children in Estate Planning?
Parents should make sure they have arrangements in place for the care of their minor-aged children, when planning their estates…
What Does Pandemic Estate Planning Look Like?
The coronavirus pandemic has certainly caused havoc and concern for many people, particularly in regard to their health and their finances — and these two areas intersect in estate planning. So, if you haven’t drawn up your estate plans yet, or you think they may need to be revised, now may be a good time to act.”
How Do I Handle Inheritance?
The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.
What are the Estate Planning Basics?
It’s never too early to start working on how your things will be handled, once you pass away.
What Does My Estate Plan Look Like after Divorce?
Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
When Can an Executor Start Paying the Heirs of an Estate?
I have settled my mother’s estate and sent the final accounting paperwork to my three siblings. Two have signed off on the bond paperwork but my one brother is nitpicking the statements, asking for invoices for the lawyer, the CPA, etc. Can I send the other two their share of the inheritance or do I need to wait until everyone signs off?
Are People Avoiding Estate Planning in the Pandemic?
We found that Covid-19 had a significant impact on Americans’ sense of personal readiness, with 65% saying that coronavirus made them realize the importance of sharing important information with family. Around the same amount of people (64%) noted that planning for the future was more important than ever and half (50%) said the pandemic made them realize how unprepared they were for a serious emergency.