+-*IRAs, Annuities and Guardianship: Providing for Your Minor Children after You Die Deciding on a guardian for your minor children may very well be the most vexing decision you’ll make regarding your estate planning. Not only must you trust the appointed guardian to raise your children as you’d want them raised, but you also need […]
Read More »Estate Planning Isn’t Spooky! But not planning can be downright terrifying.
+-*Estate Planning Isn’t Spooky! But not planning can be downright terrifying. The idea of implementing an estate plan might be one of the scariest things you have to confront as an adult. But estate planning does not have to make chills run down your spine. On the contrary, estate planning is empowering for both you […]
Read More »How Does an IRA Fit Into Your Estate Plan?
+-*How Does an IRA Fit Into Your Estate Plan? When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? The answer depends on how you go about creating your estate plan and selecting beneficiaries, and you might be surprised to find out that your money […]
Read More »If I Don’t Have an Estate, Do I Really Need an Estate Plan?
+-*If I Don’t Have an Estate, Do I Really Need an Estate Plan? You don’t need to have a summer house in the Hamptons or a private art collection big enough to rival MOMA to consider yourself the owner of an estate. In fact, virtually anyone who owns anything has an “estate” in the eyes […]
Read More »Do you really need a trust?
+-*Do you really need a trust? Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will as the centerpiece of your estate plan. While there are other estate planning tools (such as joint tenancy, transfer on death, beneficiary designations, to name a few), […]
Read More »Do you really need a will?
+-*You May Not Think You Need a Will, But You Really Do. Most Americans do not have a simple will as part of their estate plan. You might believe that a will is only for the rich and famous, and not the average person who has a far smaller net worth. On the other hand, […]
Read More »The Difference between Lifetime and Deathtime Planning… and Why a Comprehensive Plan Must Include Both
+-*According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many said they’d get around to it, eventually. When they’re old. (The survey did find that the elderly are much more likely to have some plan in place.) It’s all too clear […]
Read More »How You Can Build an Estate Plan that Includes Asset Protection
+-*Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg. From smart incapacity planning to diligent probate avoidance, there is a lot that goes into crafting a comprehensive estate plan. One important factor to consider is asset protection.
Read More »Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
+-*Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits of life insurance will be available for a surviving spouse, children, or other intended beneficiary. Life insurance is an important estate planning tool, but without […]
Read More »5 Reasons to Embrace the Emotional Nature of Estate Planning
+-*5 Reasons to Embrace the Emotional Nature of Estate Planning When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for […]
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