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Many people regard estate planning as deeply personal and not the sort of thing they want to discuss with others. Yet it is probably better to have some discussions about yours, albeit without you needing to reveal every last detail. Here are a few people you might...
It’s not so unusual these days for families to learn after a loved one dies – even if they were in their senior years – that they were still paying off student loan debt. This debt (which after a while consists mostly of interest owed on the original loan) has been...
Leaving money to a beneficiary in a trust is much different than leaving it to them directly. If you give someone $20,000 in your will, they may just get a check from the estate executor. But if you put the $20,000 in a trust, that fund holds the assets on behalf of...
Estate planning can be a delicate process that involves setting guidelines to help ensure that beneficiaries follow your wishes without any deviations. One tool you can leverage to help ensure that probate administration is a smooth and relatively seamless process for...
When someone chooses you to serve as their executor, they are relying on you to manage their estate and fulfill their final wishes. It is a significant responsibility that’s often fraught with emotional, financial and legal complexities. Even well-intentioned...
You are named as the executor of your parents’ estate. This means that it is your job to read the estate plan, determine what will be required, take an inventory of the assets your parents own and work to distribute those assets to the right beneficiaries. You’re in...
Your estate plan is a personalized set of instructions that tells your loved ones what to do when you pass away. It can also include information about your affairs if you become incapacitated. Because of the nature of this plan, it shouldn’t ever be considered a...
People often decide while they’re working on their estate plan to write (or at least draft) their own obituary. Often, it’s emotionally easier to do while you’re already thinking about what will happen after you die. Some people do it earlier – maybe for a writing...
Increasingly, older people choose to remain in their homes rather than go to a retirement community or move in with their adult children. In-home caregivers are often crucial to helping seniors maintain their independence. Caregivers can help with everything from...
People who are creating an estate plan need to think about the options they have for passing their assets along to their loved ones. This can occur through the pre-death gifts, will designations or trusts, for example. For many, the control and benefits that come with...