Latest articles by Daniel A. Timins, Esq., CFP®
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12 Different Times When You Should Update Your Will
retirement Some situations where you may need to change your will should be obvious to most people. But others just may surprise you.
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Four Ways to Disinherit Family Members
retirement If you don't want your deadbeat brother or even an estranged spouse inheriting your estate, you have to tread carefully.
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Estate Planning 101: 5 Lessons for New Parents
estate planning You've prepared the nursery, stocked up on diapers and even sent your baby shower thank-you notes. Now it's time to check a big one off your to-do list: Preparing for the unexpected.
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5 Things to Do the Moment a Loved One Passes Away
retirement You might not be thinking about the practical tasks that need to be accomplished as soon as possible, but these steps are critical to safeguard an estate and ensure that it is passed down as smoothly as possible.
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How to Perform the Duties of Executor of an Estate
retirement If you have been named executor in a will, you have quite a bit of work ahead of you. Here is how probate works, plus tips to get the job done right.
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7 Tips for Choosing the Right Executor
retirement What traits make for a good executor, and who by default is unable to serve?
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How to Choose the Right Executor for Your Will
retirement It’s an important question: Who can be trusted to take care of your estate when you’re gone?
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5 Avoidable Mistakes in the Will You Write
retirement Do-it-yourselfers need to be careful not to trip over these common hurdles as they craft their own last will and testament.
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5 Types of People You Should Gift to Using Your Will
retirement A "testamentary trust" created by your will gives your assets, and the vulnerable people you want them to go to, added protections.
