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What You Should Never, Ever, Include in Your Will

A last will and testament is a straightforward estate planning tool, used to determine the beneficiaries of your assets when you die, and, if you have minor children, nominating a guardian who will raise your children. Wills can be very specific but can’t enforce all of your wishes. For example, if you want to leave…

Posted on: January 15, 2021

Estate Planning Is Best When Personalized

When something is tailored to one’s needs, everything can go smoother.

Posted on: January 14, 2021

SECURE Act has Changed Special Needs Planning

An applicable multi-beneficiary trust can solve some--but not all--of the challenges that the new act presents.

Posted on: January 13, 2021

How Can Blended Families Use Estate Planning to Protect All of the Siblings?

No matter how solid the relationships might be, it is important for parents to be aware how blended families can create unique estate planning issues.

Posted on: January 12, 2021

What Kind of Estate Planning Mistakes Do People Make?

Many people plan their estates diligently, with input from legal, tax and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth.

Posted on: January 11, 2021

How Much Should We Tell the Children about the Estate Plan?

Even those with thorough estate plans might have neglected to discuss details with potential heirs.

Posted on: January 8, 2021

Will I Get A Bill as My Inheritance?

Debts, just like assets, are considered part of a person’s estate. When that person passes away, their estate is responsible for paying any and all remaining debts. The money to pay those debts comes from the asset side of the estate.

Posted on: January 7, 2021

How Can Estate Planning Address the Troubled Child?

Every family has one–or maybe more–black sheep. They’re people who march to their own drum and handing them an inheritance could be problematic.

Posted on: January 6, 2021

What Do I Need to Know about Creating a Will?

Creating a will is one of the most basic elements of estate planning. There are different types of wills you can choose from, including a simple will.

Posted on: January 5, 2021

Is the Pandemic Motivating People to Do Estate Planning?

Lack of understanding around estate planning may be leading Americans to avoid getting a will, even as interest is on the rise due to the global pandemic, according to a new survey from financial services leader Policygenius.

Posted on: January 4, 2021