Sometimes even having a will is not enough.
Most people do not want their finances released to the public. However, if they are not careful with their estate plan, their financial world will become an open book, according to...
Planning on Disinheriting a Child? Best to Be Careful!
Where does help become undue influence?
The law is very specific when it comes to disinheriting your child, so it is a good idea to be perfectly clear on your wishes or it can backfire, according to the Santa Cruz...
It Is Hard to Believe but It May Not Be about the Money
Leaving a legacy isn’t always about making a big bequest.
A Bank of America/Merrill Lynch Ave Wave survey came up with some interest information, according to The Voice in “How to leave a legacy no matter how...
Assets Can Be Inherited but When to Receive Them?
If you receive an inheritance, it is wise to consider the impact.
There are many things that can be inherited and one must be careful of the impact on a family’s tax liability, according to the Orange Town News in “Will...
An Online Form Could Cost You More Later
Your estate plan can be simple and straightforward, if your life is. But is it?
If that basic form saved some money for you when it came to estate planning, you can find yourself facing some expensive challenges, if...
10 Documents that Put You on the Road to Adulthood
Don’t procrastinate on some of the larger issues in life.
It is often easy to become wrapped up in the day-to-day issues of everyday life. However, it is important to note that if you don’t plan on what will...
Do You Need Life Insurance Now that Times are Changing?
Whether you want to keep it, depends on the kind of insurance.
People obtain life insurance at a time in their lives when they need protection. However, what happens when the nest becomes empty and you are financially secure?...
You Might Be Single but You Need These Documents
You don’t want to be struck down with an illness and have your preferences unknown.
Even if you are single, you don’t want to be left with your healthcare in question should you become suddenly ill, according to Morningstar in “2...
Do It Yourself Estate Planning Can Backfire
Shortcutting the process can save money now. However, it will be costly later and cause problems for heirs.
Trying to work around estate planning with limited knowledge, can often create more problems than it solves, according to My San Antonio in...
To Trust or Not to Trust — That is the Question
If you decide on a trust, which one is best?
The question of whether you need a trust or not in your estate plan, is best answered after a discussion with an estate planning attorney. However, here is some...