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Posts tagged: Wills

Estate Planning attorney consulting a client. Human hands working with documents at desk and signing contract.

ABC Member Exclusive! Understanding the Role of An Executor: FREE Virtual Workshop

March 15, 2021
by SM_Admin

Long-term care costs are the biggest threat to your family’s financial security. Learn how to obtain the care you need without going broke at our FREE virtual workshop.

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Notebook with Estate Planning written in it

A Will Is a Key Component of Any Estate Plan, but It’s Not Enough

November 21, 2019
by SM_Admin Estate Planning

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

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Last will and testament paperwork

A Will Is a Key Component of Any Estate Plan, but It’s Not Enough, Continued

October 17, 2019
by SM_Admin Estate Planning

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

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