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Estate Planning Is More Than Just Death Planning
Many believe that estate planning is simply instructions on how to distribute your assets when you pass away, but the reality is…
Caught in the Undertow: How No Estate Plan (or a Bad One) Could Leave Your Family Overwhelmed
Many people love to spend part of their summer vacation at the beach, enjoying the ocean and sunshine. But there may be…
Living, Testamentary, and Constructive Trusts: Are They All the Same?
In the world of estate planning, terms that refer to legal documents such as wills, trusts, powers of attorney, and healthcare directives…
Legal Requirements to Consider When Selecting an Executor
The person you choose to be your executor (sometimes called a personal representative) will play an extremely important role, as that person…
What Happens If My Beneficiary Dies Before Me?
When planning for death, most people assume they will die before their beneficiaries (e.g., their spouse, children, and grandchildren). While these assumptions…
Seven Ways to Avoid Family Fights over Your Property
Ask a group of friends if they have experienced a family fight over property after a loved one has died, and you…
Ways to Leave Your Real Estate to Your Loved Ones (and the Pros and Cons)
Owning real estate continues to be a very popular investment vehicle for individuals and couples alike. One attractive feature of investing in…
You Inherited a Retirement Account: Now What?
For decades, common financial planning wisdom has encouraged almost all American workers to maximize their contributions to qualified retirement accounts. Indeed, doing…
Protecting Your Significant Other’s Future
November is a popular month for couples to tie the knot in the United States. While wedding planning most often includes tuxedos,…
What Happens If My Beneficiary Dies Before Me?
When planning for death, most people assume they will die before their beneficiaries (e.g., their spouse, children, and grandchildren). While these assumptions…