What Does My Estate Plan Look Like after Divorce?
August 17, 2020
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Some marriages end in noise and pain. Other marriages drift away quietly with the signing of documents and only a hint of acrimony.
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Challenging a Will: What Happens When a Will Is Challenged?
August 12, 2020
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Sometimes beneficiaries end up not receiving their assets. Beneficiaries often lose out because the estate planning wasn’t done properly, but sometimes another family member contests the decedent’s will.
Selecting a Beneficiary for a 401(k)?
July 17, 2020
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You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will pass to the person you name as the beneficiary of the account. The information on your 401(k) beneficiary form typically supersedes what is written in your will. Therefore, it is important to keep this form up to date for all your retirement and investment accounts.
What Must Be Done when a Loved One Dies?
July 13, 2020
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It can be hard to move through your daily life after someone you love dies. It may be even harder to embark on the complex tasks required to put their financial affairs in order. However, you can’t afford to put that off.
Five Top Reasons to Add Beneficiaries to Investment Accounts
July 9, 2020
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Losing a loved one isn’t just an emotional burden—it also carries an administrative load. There are flower arrangements to pick, eulogies to write and a stream of paperwork to sort through.
Tapping an Inherited IRA?
June 23, 2020
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When a loved one dies, any leftover IRA funds they had, goes to whomever they labeled as beneficiaries. If you’re a beneficiary, you have to decide how you’re going to use it—a decision that’s a little more complicated this year than it normally is.
Do I Need an Estate Plan with a New Child in the Family?
May 19, 2020
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If you have children or are expecting one, you may also want to take the three big estate planning steps that we did.
Am I Making One of the Five Common Estate Planning Mistakes?
May 6, 2020
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When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don’t want to make.
You Can Complete Your Estate Plan During the Coronavirus Quarantine
April 23, 2020
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If you are quarantined or under a lockdown and can’t get to a notary, how can you get your will, trust and other documents executed? Don’t give up. There are ways to get it done without leaving home.
Massive Changes to RMDs from Stimulus Plan
April 21, 2020
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Here are the highlights of the most recent tax changes found in the $2 trillion coronavirus relief bill, which the Senate has approved, and the House recently passed.
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