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“I’ll take care of it after things settle down.” It is an understandable thought. Work is busy. The children need something. Everyone is healthy, and estate planning can wait another week. Then an unexpected hospital stay changes the conversation. ...
Lily had always been a planner. From birthday parties to family vacations, she loved to have everything organized. But as she watched her parents grow older, she realized there was one important plan she hadn’t yet addressed—her parents’ estate plan. O ...
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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 ...
