Estate Planning

Disputes are typical at the end of a marriage. Parting spouses commonly disagree about their individual contributions to the relationship and are forced to find common ground in terms of child custody, property division and ongoing financial support. You might feel a...

Being appointed as an executor after the death of a loved one or friend is both an honor and a solemn duty. Carrying out such duties can also be challenging and stressful, especially if the appointee in question is not familiar with state probate and estate...

Planning for the future is an important part of being an adult. However, you might not be sure where to start when it comes to something as big as estate planning. Maybe you are already familiar with the consent of a will, but there are also other important documents...

Creating an estate plan might not be at the top of your to do list. Whether the thought of planning for what happens after your death makes you feel uncomfortable or you feel as though you are in pretty good health, it can be easy to put the task off. However, taking...

Creating an estate plan is an important part of planning for your future. However, it is not the only step. Updating your plan is also key, and overlooking this important estate planning step could even have unintended consequences. Regularly reviewing your will,...

Settling the final affairs of the deceased can be a complicated and emotional process. Family conflicts and disputes may escalate during the estate settlement process. Furthermore, the estate administration is overseen by an executor who may not be carrying out their...

Nearly everyone has an estate. Chances are, you do as well. Your estate includes nearly everything you own, including your assets, property, financial accounts, vehicles, or life insurance policy. These are items that you will leave behind when you pass on. The...

Designated beneficiaries are people (though can also be a trust or an estate) whose life expectancy is used to calculate particular features of a retirement plan. These plans can include qualified plans, 457(b) plans for state and local government employees, 403(b)...

Talking and planning about the future can be very intimidating, especially if you're approaching these conversations in a more realistic approach. Sure, daydreaming about future employment and vacation plans can be a lot of fun, but discussing asset distribution,...

While most U.S. adults age 18 and over have not prepared their estate or started planning for the transfer of assets, 81% of Americans above the age of 72, as well as 58% of baby boomers (aged between 53 and 71) do have estate planning documents. If you're part of the...