Important Masterclass
How to Pay for Care without Going Bankrupt

How Does a Conservatorship Work?

Loretta Lynn Estate Planning

Britney Spears’ terrible, heartbreaking conservatorship seems almost surreal. How can someone with so much success and wealth find herself in such a position? Could what happened to Britney happen to you or me?

What You Need to Know about Probate

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.

8 Essential Estate Planning Documents

Estate Tax Gifting Exemption

If you want loved ones to remember you fondly, tackle your estate planning tasks. Your heirs will thank you for not leaving a legal mess to sort out.

What is not Covered by a Will?

Will

While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.

Why are Beneficiary Designations Important in Estate Planning?

Estate Planning Assets

Vanguard has sent me a beneficiary designation verification letter. For the primary beneficiary, it says it will be the person I am married to at the time of my death. For the secondary beneficiary, it says, my descendants “per stirpes.” I have one child. Should the beneficiary designation include his name?

How to Manage a Will and a Trust

IRA Conversion

By definition, a Will accounts for a person’s wishes of how their assets and estate should be distributed and handled once they die. It spells out who should get what and who should do what, after the benefactor’s demise.

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