Who Benefits from an IRA Inheritance Trust?
Most people associate wills with estate planning, but there are other strategies to help plan for the future health and financial well-being of you and your family. Using an IRA ...
Four Reasons Everyone Needs an Estate Plan
Many people are under the impression that estate plans are only necessary for those with substantial wealth. In fact, estate plans are important for everyone who wants to plan for ...
What to Do When Your Doctor Says to “Get Your Affairs in Order”
Five words no one ever wants to hear from their doctor: “Get your affairs in order.” Unfortunately, 58 percent of Americans Do not have a will or trust, and it ...
Estate Planning Tips for Someone Who Is About to Go in for Major Surgery
Getting the news that you have to undergo major surgery is never easy. Preparing for absences from work, planning for childcare and household responsibilities, and reviewing your estate plan will ...
Is a Delayed Inheritance Really an Enhanced Inheritance?
Whether you have accumulated a little or a lot of wealth over your lifetime, it is likely that you have some particular thoughts on how you would like those assets ...
Three Legal Things to Do After a Scary Health Diagnosis
A scary health diagnosis can be emotionally and logistically challenging for many reasons. For instance, how can you take care of your family if you’re physically incapacitated? In addition to ...
Including Frequent Flyer Miles in Estate Plans
When celebrity chef and author Anthony Bourdain died, his will contained a directive leaving his frequent flyer miles to his estranged wife to “dispose of in accordance to what she ...
Legal Paperwork Cheat sheet: A Guide to the Top 12 Must-Have Documents
Whether you own a little or a lot, the last thing you want to do to your loved ones is leave a bureaucratic mess after you pass away or become ...
Are Any of These 11 Mistakes Lurking in Your Estate Plan?
1) Lack of Healthcare and Disability Planning. The majority of deaths occur in hospitals or other institutions. Patients may be incapacitated to the point where they can no longer communicate ...
Do I Need a Will or Trust?
Everyone needs a will, trust, or both to ensure your legacy is passed on in the way you intend. A well-drafted plan ensures that what you do have is not ...