It seems like many people devote more time to planning a vacation, what car to buy or even where to eat dinner than they do deciding who will inherit their assets after they're gone. Sure, estate planning isn’t as fun to think about as booking a trip or checking out restaurant reviews....
Aging Care Article: How to Find Out If a Loved One Had a Will
Upon the death of a family member or friend, there are many details to see to in a short time. The emotions surrounding the loss make level-headed decisions difficult, and, once the funeral is over, there are many financial and legal tasks that must be dealt with. A letter of instruction can...
ElderLaw Answers: Is It Legal for My Mother to Name Her Financial Advisor as a Beneficiary in Her Will?
Q: My mother named her financial adviser and his children as beneficiaries in her will. Is it legal for her attorney to allow this?
A: It is legal, but it raises red flags. In the United States, you can do whatever you want with your money: give it to...
4 Mistakes to Avoid When Designating a Beneficiary
When you open up a 401(k) or IRA account, you will be asked to designate the beneficiaries of your account. The beneficiaries you choose will receive the assets in the account upon your death. Many people choose their spouses or children as the beneficiaries of their 401(k) or IRA accounts. Most of...
Kiplinger Article: Top 10 Estate Planning Tips in a Time of Coronavirus
The COVID-19 pandemic has many people finally taking action to fill out advance health care directives, wills and powers of attorney. Here are some tips to help you along the way.
By Sam Nuxoll,
It has arrived: the unexpected, potentially life-threatening circumstance you had in mind when...
Caring.Com Article: More Than Half Of U.S. Adults Don’t Have A Will, New Survey Reveals
By: Caring.Com, Contributor
Let’s face it—end-of-life planning isn’t fun. The topic can seem morose, depressing -- maybe even a little scary. But it’s also a critical aspect of managing your assets and protecting your family, which is why it’s surprising that nearly 6 out of...
People Magazine Article: ‘Panicked’ Teachers Prep Wills, Goodbye Letters Before Their Schools Reopen
By Hilary Shenfeld
"It is unconscionable that educators and parents are being asked to plan for end-of-life decisions because our country has no plan for reopening schools and institutions of higher education safely," says NEA president Lily Eskelsen García.
Many school districts have announced they won't hold...
Video: Estate Planning Services
Many people devote more time to planning a vacation than they do planning their estate. Without estate planning you are only making things harder for those that you love.
https://www.youtube.com/watch?v=Zg4BPVN9OZgStrategic Estate Planning Services
https://www.youtube.com/watch?v=Zg4BPVN9OZg
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It seems like many people devote more time to planning a vacation, what car to buy or even where to eat dinner than they do deciding who will inherit their assets after they're gone. Sure, estate planning isn’t as...
Article from MarketWatch: You Need to Make a Will Now More Than Ever
By Brad Wiewel
This article is reprinted by permission from NextAvenue.org. It is part of The Coronavirus Outbreak: What You Need To Know Special Report.
The pandemic proves you need a will, but the process has changed.
Until now, you may have...