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A will can help you accomplish a number of important planning goals. For instance, it allows you to control how your assets are distributed after you pass away. Without a will, your assets will be distributed according to what is known as intestate succes ...
Another reason a will isn’t enough is that the ownership of many assets transfers outside the will, including life insurance, annuities, retirement accounts like IRAs and 401(k)s, jointly-owned property and more. The beneficiary designations of these asse ...
For many families with a special needs child, a special needs trust is one of the most important components of the family's overall estate plan. A properly designed and implemented special needs trust can provide a number of important benefits. Maximize ...
We often discuss the benefits of estate planning. However, a discussion of what can happen when a person fails to plan is perhaps a more powerful way to stress the importance of proper planning. Let's look at a few potential consequences of not having a p ...
Charitable giving allows you to assist the people and organizations that have come to mean the most to you over the course of your life. It represents a thoughtful expression of your values and can ensure your legacy for generations to come. If done prope ...
An Irrevocable Living Trust generally cannot be modified or terminated except under certain limited circumstances. It requires the grantor to transfer assets into the trust and give up his or her rights of ownership to these assets. So why would you want ...
Here are three additional ways people in their forties can maximize their retirement savings. Don't skimp on your retirement savings to pay for your children's college education. Why? Simple. You or your children can borrow money to pay for college, but ...
An article in Kiplinger discussed an aggressive approach to financial planning in your forties. Let's take a look at some of the highlights. Make saving for retirement a priority and beef up your investments. You'll want to start by making the largest p ...
Clients often ask us about the estate planning tools we use and what each of them can accomplish. Here is a list of the most commonly used tools and brief descriptions of their purpose. Last Will and Testament This allows you to specify "who gets what" ...
What happens to a person's Facebook account when he or she passes away? What about the photos you share on social media, the documents you've stored in the cloud, your texts to family and friends? While the law is clear about how to handle physical proper ...
