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Many parents hesitate to involve their children in discussions about wills, trusts or the distribution of assets. They may fear causing family tension or worry that sharing financial details could create conflict or entitlement. While these concerns are...
There are certain things that only you have a right to do on your own behalf. These include issues like accessing your financial accounts or making your medical decisions. But there may be situations in which you want to turn those rights over to someone else. You can...
You can leave a list of instructions for your medical team as part of your estate plan. This way, if you’re incapacitated, they know what type of medical care you want. This is known as a living will. For example, perhaps you’re worried about being unable to...
If you have an estate plan in place, you're already a step ahead of most people. However, estate planning is not a one-time event. It may have been some time since you reviewed your documents, so some updates may be needed. Below are some of the most common reasons to...
Did you know that your will may not be the most important document in your estate plan to protect your legacy? Your estate could be contested and taxed if you only have a will. If you wish to help ensure your loved ones receive their full inheritance, then you may...
Trusts can be a very useful part of an estate plan -- allowing you to protect the assets in them. There are two main types to know about, each with different advantages and disadvantages. These are revocable trusts and irrevocable trusts. It’s not a case of whether...
A will is an important document that only about one-third of Americans have. What about the other two-thirds of Americans who do not have a will? These Americans will die "intestate." Intestate means that there was no valid will when a person died. Typically, probate...
A will is a part of an estate plan that allows you to decide how your assets will be managed after you pass away and who should benefit from your estate. A will is only one part of an estate plan. There are several parts of an estate plan you may not want to miss. If...
Have you ever updated your estate plan? It is something that many people forget to do. Some people do not know they have the option. Making changes to your will and other legal documents can be an important part of the process. The main purpose of updating your estate...
Talking to your parents about estate planning can be a sensitive yet essential undertaking. Addressing this topic early can help ensure their wishes are carried out and reduce stress for the family in the future. The following are some tips that can help you to pursue...