Great estate planning is a lifetime process where - You control my property while you are alive and well; - You take care of yourself and your loved ones if ...
Common mistakes people make with estate plans are easy to fix, but it's key to review or update documents regularly, say financial advisors.
Common mistakes people make with estate plans are easy to fix, but it's key to review or update documents regularly, say financial advisors.
Want to know a great wedding gift? Estate planning. Seriously. Just because you are married, that does not mean that you automatically get everything when...
Make sure your spouse knows your financial adviser and account information before you die. As traditional wedding vows put it “until death do us part,” but do husbands and wives really consider what will become of their better half if widowed? If you are married, does your spouse know and understand your estate plan? Will your spouse be able to manage what you leave behind? How do you set your affairs in order together and come to a shared understanding of the plan…
It's key to be aware of beneficiary forms. Naming the wrong people or failing to update those documents can create a mess for your heirs.
The knowledge that we will eventually die is one of the things that seems to distinguish humans from other living beings.
Succession planning can be challenging when you have multiple heirs.