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Many people invest in life insurance without establishing estate plans. There are also plenty of people who plan their estates without acquiring life insurance. These two forms of personal protection tend to dovetail nicely with one another. Technically, life...
Some people can accomplish their estate planning goals with nothing more than a will. For others, trusts can be an important part of the estate planning process. Establishing and funding a trust can help protect certain assets and control what happens to that property...
Trust administration requires legal knowledge, but you can take steps to make it easier for your heirs. Planning can help your loved ones avoid confusion and stress during a difficult time. Simplifying trust administration benefits your beneficiaries and makes sure...
The death of a parent is often a life-changing event. People who lose their parents experience profound grief and often change in their financial circumstances. Inheriting intergenerational wealth can allow people to improve their circumstances and provide a better...
Adults thinking about preserving their assets and qualifying for benefits as they age may decide to start a trust. There are many kinds of trusts that people can establish depending on their needs and resources. Funding a revocable living trust is a common estate...
Losing a loved one is a traumatic experience, but it’s sometimes the start of being harassed by creditors. If your loved one passed away and had open credit accounts, those creditors will likely want their money; however, there are strict limits to what they can do...
Some people don’t like having to create an estate plan, so they get it all set up and then forget about it. While that might seem like no big deal, it may actually lead to significant issues later. Anyone who’s created an estate plan must review it every three to...
A lot of thought goes into an estate plan, so it’s critical that you carefully consider all the options you have to get your assets to your loved ones when you pass away. For some people, hearing about trusts is mystifying because they believe all trusts are only for...
Life can be unpredictable. While it's not always comfortable to think about, there may come a time when you're unable to make your own medical decisions. An advance medical directive specifies your preferences for end-of-life care and medical treatments, as well as...
A health care proxy (health care power of attorney) is an essential part of estate planning that is often overlooked. Estate planning is about more than money, it’s about making sure your wishes are honored. This includes in terms of the medical treatment you receive....