What Is the First Thing an Executor of a Will Should do?
At some point in your life, there’s a good chance you’ll be tasked with acting as the executor of an estate. The designation is both an honor and an obligation.
Before They’re Gone—Estate Planning Strategies
If you have not already been inundated with invitations to webinars, articles and newsletters regarding the estate planning you should consider doing before new legislation passes, you undoubtedly will receive these over the next few months.
Talk to Parents about Estate Planning without Making It Awkward
Discussing estate planning with your parents is a conversation that can be difficult to have. You might not want to think about the day they are no longer here, or even consider that they might experience a decline in health that severely limits their ability to think clearly or communicate with you.
Can I Give My Child Access to My Bank Account? Should I?
Would your loved ones have necessary access to your bank accounts after you die to help carry out your last wishes and handle arrangements?
Major Life Events Necessitate Estate Plan Changes
If your life changes, so should your estate plan. Marriage, divorce, death of a spouse, a birth and a changing relationship with a child are just some of the life changes that may affect your estate plan.
Is My Will Void If I Get Divorced?
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 your estate planning is up to date.
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.
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.
What’s an Enhanced Life Estate?
Your house might be your single most valuable financial asset. So you want to make sure you can give it to those you love when you die, without giving up the farm. That can be tricky.
