If you have made a will—great! Now, don’t forget to periodically review it. In addition to making sure it still reflects your assets and intentions, you may note errors that you previously did not spot…. Read Moreabout Correcting A Will?
Trusts can be an important way to provide for children, or other family members with special needs upon your death. When you create a trust, you can make choices about how the disbursements are to… Read Moreabout Trust Distributions?
Congratulations on your new job! With your letter of hire in hand, don’t get so immersed in your new life that you fluff over the forms that come with new benefits. For example, take the… Read Moreabout New Job? Beneficiary Designations
Congratulations: your time is now your own! When you exit the grind, it’s a good idea to re-assess your estate plan. After all, some of the assumptions you previously made about assets and needs… Read Moreabout Retiring? Update Your Plans
Life partners who do not have a marriage certificate but hope to leave assets to each other should take special care to put a will in place. Without a will, you risk not inheriting from… Read Moreabout Unmarried Life Partners? Make a Will!
Legal experts provide practical advice about why it’s so helpful to have an estate plan—even if you do not have many assets. Estate planning means having more than a will or trust. Here is a… Read Moreabout Estate Plans When Assets Are Modest?
Creating a last will and testament provides most of us with a fairly simple, straightforward and relatively cost-efficient way to leave our affairs in order for our loved ones when we die. However, there are… Read Moreabout What Don’t You Leave In a Will?
When you start working on your estate plan (a good thing to do), you may want to consider establishing a trust. What are some circumstances which make trusts useful? What kinds of trusts are possible… Read Moreabout Do You Need a Trust? What Type?
