Dividing Retirement Accounts in a Divorce?
February 8, 2021
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Gray divorce issues include weaving through the complications of splitting pensions, 401(k)s and more before the process is complete.
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How Can Estate Planning Address the Problem Child?
February 4, 2021
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Every family has one–or maybe more–black sheep. They’re people who march to their own drum and handing them an inheritance could be problematic.
Estate Planning for Retirement
January 29, 2021
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Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.
Your Estate Planning Checklist for 2021
January 27, 2021
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Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
What Happens If Your Trust Is Not Funded
January 25, 2021
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Revocable trusts are a very popular and effective estate-planning tool. However, the trust will be ineffective, if you do not actually place your assets in the trust.
How Does a Charitable Trust Work?
January 22, 2021
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While direct giving has an immediate impact, some individuals may be considering charitable planning strategies that will have a larger and longer-lasting impact not only on charities, but on their own lives or that of their families.
How Do You Keep Inheritance Money Separate?
January 20, 2021
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Everything each spouse earns during their marriage is community property. Fortunately, a gift or inheritance is separate property. However, that’s only half the battle.
Should I Create A Do-It-Yourself Estate Plan?
January 19, 2021
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The ongoing coronavirus pandemic has pushed many people to make long-delayed decisions about estate planning. Many people will try the do-it-yourself route via various websites or books. Internet DIY websites make it easy to download forms, but there are mistakes people make when they try do-it-yourself estate planning.
How Much Should We Be Talking About Estate Plan with Adult Children?
January 8, 2021
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Even those with thorough estate plans might have neglected to discuss details with potential heirs.
Is the Pandemic Motivating People to Do Estate Planning?
January 6, 2021
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Lack of understanding around estate planning may be leading Americans to avoid getting a will, even as interest is on the rise due to the global pandemic, according to a new survey from financial services leader Policygenius.
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