Estate-planning
Latest
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Four Estate Planning Steps to Promote Peace in Blended Families
The unique dynamics involved when a family includes biological children, ex-spouses and stepchildren mean it’s even more important to communicate and plan.
By Justin Stivers, Esq. Published
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What Happens if You Die Without a Will?
An elder law attorney explains the importance of a last will and testament, beneficiary designations and other critical estate planning issues.
By Patrick M. Simasko, J.D. Published
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Seven Steps to Plan for Every Aspect of Retirement
It’s more than just getting paperwork in order, making a plan for Social Security and strategizing on taxes. Your bucket list needs some attention, too.
By Josh Leonard, Investment Adviser Published
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Caring for Your Aging Parents: A Seven-Step Guide
Caring for aging parents can be draining, but knowing where everyone stands and having critical things in place can at least make the process less stressful.
By Andrew Rosen, CFP®, CEP Published
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Five Big Estate Planning Mistakes and How to Avoid Them
Improper or insufficient estate planning can lead to complications for your loved ones and thwart your legacy. And don’t forget to include your pets!
By Allison L. Lee, Esq. Published
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Five Financial Changes That Happen When Your Spouse Dies
Some of these could catch surviving spouses by surprise, so it’s a good idea to know what to expect in case something happens.
By Evan T. Beach, CFP®, AWMA® Published
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Is Your Estate Ready if You Experience Cognitive Decline?
Once your cognitive abilities begin to decline (which can start in your early 60s), your accounts could be at risk. Here’s how to protect them.
By Patrick M. Simasko, J.D. Published
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Do You Have the Five Pillars of Retirement Planning in Place?
A solid retirement plan requires planning in these five areas so you’re covered on everything from taxes to health care expenses to what happens to your estate when you’re gone.
By Joe F. Schmitz Jr., CFP®, ChFC® Published
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Smart Ways to Handle an Inheritance
inheritance A bequest could change your life, but don’t quit your day job.
By Sandra Block Last updated
inheritance