If I Have a Will to Allocate My Assets, Do I Have an Estate Plan?
While a will is often part of an estate plan, an estate plan covers much more ground.
What are the Worst Things to Leave in My Estate?
If you’re planning an inheritance, be careful about leaving these assets to a loved one. They may create more trouble than they’re worth.
Can You Protect Yourself or Loved Ones from Financial Elder Abuse?
Recent studies estimate that 39.6% of Americans 65 years of age or older are victims of financial abuse.
What are Digital Assets in an Estate?
Today, so many aspects of our lives are managed virtually. We keep currency, photos, music, documents, bills, medical records, artwork and even our social lives online or ‘in the cloud.’
What are Biggest Mistakes in Estate Planning?
As you’re making your estate plan, you’ll want to carefully consider everything. This means it may take a while to complete your plan. Here are five things to watch out for along the way.
How Does Probate Work?
A probate judge is an official of the county court system and a judicial official of the state, who decides civil court cases that involve the probate process.
Benefit Controlled Trust May Be Answer to Protecting Legacy
Life is messy sometimes. Divorce, bankruptcies and lawsuits happen. They can potentially wipe out the inheritance you’ve carefully set aside for your loved ones. However, there are many trust options to help keep life from ruining your legacy.
Be the Good: $66 Million Raised in One Day
At the conclusion of the 18-hour day of giving, 100,000 donors from all 50 states and 26 countries had donated over $66 million. A good day, indeed.
Key Dates for Planning Retirement
Each type of retirement benefit has a different eligibility age. Your age plays a big role in how much you can expect to receive from Social Security and what you need to do to avoid retirement account penalties.
What You Need to Know about Probate
A will is a legal document that spells out the distribution of your assets and how your children will be cared for at your death. Probate is a process used to prove a decedent’s will is valid and to supervise the handling of their estate.
