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Estate Planning To Do List

To Do’s After You Create An Estate Plan

Nobody likes to think about dying. However, it happens whether we prepare for it or not.  If you don’t do some advance planning, it can cause even more longer lasting pain and grief, not to mention money and strained relations for your loved ones.

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PMI

Should I Buy Mortgage Protection Life Insurance?

After closing on a mortgage, many individuals immediately begin receiving daily solicitations in the mail, urging them to purchase mortgage protection life insurance (MPI). Simply put, MPI is a type of life insurance sold by banks affiliated with lenders, and by independent insurance companies, who obtain information about a person’s mortgage through public records.

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Estate Planning

Avoiding Probate with a Trust

In other words, family members who are not named to inherit anything in the will may still see the list of all of the assets. If you don’t want that result, you can avoid it by establishing a trust.

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RMDs

Should I Purchase Long-Term Care Insurance?

If you’re fortunate, you’ll live independently and in good health throughout your retirement years. However, if you ever needed some type of long-term care, such as a stay in a nursing home, would you be financially prepared?

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Funding Your Trust

Estate Planning for Unmarried Couples

The number of unmarried couples who live together reached 18 million in 2016, a 29% jump from 14 million in 2007. Among adults age 50 and older, the increase was 75%: About four million were cohabiting in 2016, up from 2.3 million in 2007.

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Frankel, Rubin, Klein, Siegel, Payne & Pudlowski, P.C., Attorneys at Law

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