Why Naming Beneficiaries Is Important to Your Estate Plan
January 7, 2022
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If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.
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Can I Change My Estate Plan During Divorce?
December 16, 2021
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At such an emotional time, more paperwork is probably the last thing you want on your to-do list. However, taking a few key steps is critical to your financial future.
Should I Do Estate Planning Now?
December 6, 2021
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Not having an estate plan can create problems for the people you love the most.
What Do I Do with Estate Plan after Divorce?
December 4, 2021
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Major changes in your life—such as marriage, having a baby, moving out of state, or divorce—should prompt a revisit to your current will. It is important to revise your will at these times, in order to ensure that your estate planning is up to date.
What a Will Won’t Accomplish
November 22, 2021
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That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
Should You Put Your House in Your Child’s Name?
November 19, 2021
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In a nutshell, it might be better for your mom to put the home in a living trust that allows her to control the home while she is alive and allows you to inherit the home through the trust upon her death.
What Is the Best Thing to Do with an Inherited IRA?
October 13, 2021
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Inheriting an IRA from a parent has a unique set of rules you need to know, which will help you make the most of the money you inherit and avoid a tax-time surprise.
What Happens If You Don’t Name Beneficiaries?
September 22, 2021
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If you’ve had an IRA and a 401(k) for many years, you may occasionally ask yourself some questions: ‘Am I contributing enough?’ ‘Am I still funding these accounts with the right mix of investments for my goals and risk tolerance?
Importance of Estate Planning for Couples without Children
August 30, 2021
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In fact, many couples with no children mistakenly believe that they are less likely to need a last will and testament than couples with children.
Does a Beneficiary Designation on a Bank Account Override a Will?
August 16, 2021
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Beneficiaries, in general, are people or entities that the holder of an account designates to receive the assets in the account, typically, in the event of the account holder’s death.
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