When do you need your estate plan to "go to work" for you? While you may think the right answer is "after I die," the actual answer is "if I lose the ability to manage my own affairs." https://bit.ly/2ExpwLk
NEXTAVENUE.ORG
You Have an Estate Plan. Will It Work?
No one likes to contemplate their mortality but making basic preparations with your finances can save your loved ones from financial stress while grieving your loss. Make sure to use beneficiary and POD designations whenever possible and have a will drawn up by an attorney to outline your final wishes. https://bit.ly/34eg7RV
BANKRATE.COM
What Happens To Bank Accounts After Death? | Bankrate
There is significant complexity with the laws surrounding special needs trusts, so having an attorney with experience in the area is key. https://bit.ly/2HbZ2jB
FORBES.COM
Making Trusts for Special Needs Children
With a rise in “gray divorces” in recent years, it’s only natural that remarriage has become more prevalent among seniors. But people tend to be lax about updating their estate plan. https://bit.ly/2Hb3Zcp
BARRONS.COM
Getting Remarried? Avoid These 4 Estate-Planning Pitfalls.
Every estate should have a will and some estates may include trusts. Your estate planner can help you to determine which vehicle fits best with your estate and your goals for cost, efficiency, privacy, and more. http://bit.ly/2Lzeea0
FORBES.COM
Wills Vs. Trusts: Which Is Best For You?
It is important to make sure we have current estate planning decisions and end-of-life decisions in place. https://bit.ly/32XLyir
THESTREET.COM
Life Changes Fast: The Importance of Estate Planning and Health Care Directives
Complex strategies and the ever-evolving tax code can make estate planning feel intimidating. However, ignoring it can be a costly mistake for your heirs, even if you don't have a lot of money in the bank. https://bit.ly/3jleurL
MONEY.USNEWS.COM
5 Estate Planning Tips to Keep Your Money in the Family
Whenever you ultimately decide to cut down your time at work or leave the workforce altogether, you need to ensure that you have a full slate of estate planning documents in place. https://bit.ly/3l8Wv8t
FOOL.COM
4 Must-Have Documents for a Peaceful Retirement | The Motley Fool
Knowing how debt works after death and being prepared with clear instructions for inheritors is one of the best ways to ensure that all your hard work pays off. https://on.mktw.net/2W2p63Y
MARKETWATCH.COM
What happens to your debt when you die
No one likes to think about dying or about someone else raising their children. But a will can guide your loved ones, head off family feuds and potentially save your family thousands of dollars. http://bit.ly/2OrUEi5
NERDWALLET.COM
Writing a Will? How to Stop Stalling and Get It Done - NerdWallet
Estate planning isn’t just for the wealthy and aging. It also includes provisions for while you’re still alive, and everyone can benefit from having a plan in place if they’re no longer able to care for themselves or make important decisions. http://bit.ly/2qv8cPB
FORBES.COM
3 Estate Planning Documents Every College Student Needs
Without proper estate planning documentation, a person’s wishes for their assets may not be followed. Beyond a will, there are documents in place that can assist in describing how their wishes are conducted, and types of accounts that can hold significant assets. https://on.mktw.net/3kIZHHS
MARKETWATCH.COM
How to plan your estate during a pandemic
Trusts are an essential part of many estate plans. Here are the key terms and concepts of the most widely-used types of trusts. https://bit.ly/2J1Rh0o
FORBES.COM
Here’s What You Need To Know About The Most-Popular Estate Planning Trusts
Estate planning is a powerful phrase with a simple aim: To create a plan to protect yourself and your loved ones in the event of sickness, accidents or death. https://bit.ly/3kAfurW
MONEY.USNEWS.COM
Estate Planning: Create Your Legacy
You finalized a will, made sure beneficiaries are named on financial accounts, signed all other pertinent documents and picked an executor to carry out your wishes when you die. You might have overlooked one consideration: whether you should share the details of your efforts with your adult children. https://cnb.cx/3pzpepP
CNBC.COM
What to tell your adult kids when planning your estate
There was a time when you didn’t worry much about your email account, or the website you bought years ago, or your usernames and passwords for various financial and other accounts. But now you must make sure that your loved ones have access to your digital assets should you die. https://bit.ly/39qHTPa
USATODAY.COM
Don't leave grieving relatives searching for your passwords: Here's how to organize your digital life before you die
A medical power of attorney gives a loved one or friend the legal capacity to make health decisions for you. These decisions may concern everything from which treatment option to proceed with, to whether or not to prolong your life through artificial means. https://yhoo.it/2NRyTtc
FINANCE.YAHOO.COM
How to Set Up Medical Power of Attorney
A will isn’t always the best option for bequeathing everything. #EstatePlanning https://bit.ly/3lZxVXu
MSN.COM
Things you should never put in your will
There are several myths about how estates must be distributed that can lead to stress about family dynamics. https://yhoo.it/3gr7mcy
FINANCE.YAHOO.COM
Estate Planning for ‘Black Sheep’ Beneficiaries
There are mistakes people make when they try do-it-yourself estate planning. When you want a comprehensive end-of-life plan, some professional advice can be helpful. https://bit.ly/34ySvZ0
MONEY.USNEWS.COM
Do-It-Yourself Estate Planning Mistakes
The biggest advantage of beneficiary-designated accounts is that they avoid the legal probate process. As long as the beneficiaries are properly designated, those named take precedence over even what a will might say. #EstatePlanning https://bit.ly/3pgjiRY
TIME.COM
This Is the First Step of Estate Planning, and It Only Takes an Hour to Do
Do you expect your parents to leave you a financial legacy? Perhaps the bigger question is how to even approach this topic with your parents. https://yhoo.it/3pvvaiU
FINANCE.YAHOO.COM
How To Talk to Your Parents About Their Estate Plan (Without Making It Awkward)
Estate planning can be tough and very challenging, especially if you're a high-net-worth individual. Make sure you hire someone to take care of your best interests when you're ready to plan your estate. https://bit.ly/3aTLk1E
INVESTOPEDIA.COM
A Quick Guide to High-Net-Worth Estate Planning
Probate is the legal process that takes place after someone dies in order to prove the deceased's last will and testament and carry out the deceased person's estate, which may include resolving debts, selling assets, or distributing any remaining assets to heirs. http://bit.ly/30ZgAVZ
FOOL.COM
What Is Probate & How Does It Work?
The best way to take precautions and ensure your pet will be well cared for is by doing some estate planning. http://bit.ly/35TMtji
FORBES.COM
How To Make Plans To Provide Care For Your Pet If You Can’t
Planning for death is like any other transition of life, except this is one we can make easier for our loved ones. https://on.mktw.net/316xm5E
MARKETWATCH.COM
Avoid these 3 estate-planning mistakes and make probate cheaper and easier for your loved ones
Everyone, regardless of financial status or age, can benefit from having an estate plan. https://bit.ly/3924ZuY
BUSINESSINSIDER.COM
Estate planning is an important strategy for arranging financial affairs and protecting heirs — here are 5 reasons why everyone needs an estate plan
Families come in all shapes and sizes. Planning for all these different types of relationships requires specific goal-setting and deliberate implementation of your financial and estate plans to make sure your intentions are carried out. https://bit.ly/3asg0Ft
KIPLINGER.COM
Planning for a Non-Traditional Family (Which Is Probably Yours) | Kiplinger
No matter how much or how little you have, estate planning determines the future of your belongings, your money, and your family after you die. It can also ensure you have a say in who makes decisions about your health and finances while you're still alive. https://bit.ly/2Yp4Hs0
BUSINESSINSIDER.COM
What is estate planning? A strategy to safeguard your family and your finances, and ensure your plans for them get carried out as you wish
If you want reassurance that your assets will go to the people you love, then you have to be prepared. #EstatePlanning https://on.mktw.net/3txrW1i
MARKETWATCH.COM
2021 could be the year of estate planning
Give your loved ones the gift of financial security by creating an estate plan. https://bit.ly/3tXCgzI
FOOL.COM
Estate Planning: Supporting Your Loved Ones After You're Gone | The Motley Fool
While everyone needs a will, not everyone needs a trust. In general, a trust provides greater flexibility and control over how your property and assets are distributed and when. http://bit.ly/2TVASwi
FORBES.COM
Do You Need A Trust? 8 Important Goals A Trust Can Help You Achieve
A will and a trust are two different estate planning tools. http://bit.ly/2x6bnAz
FORBES.COM
Do I Need A Trust If I Have A Will?
Probate is a legal process that takes place after a person's death. The specifics of the probate process vary by state, but the overarching goal in most cases includes validating and authenticating the final will, making sure debts are paid and distributing the remaining assets to the deceased person's heirs. https://bit.ly/3iVV4Jj
MONEY.USNEWS.COM
Everything You Need to Know About Probate
Debt doesn’t always die with the borrower. Cosigners, joint account holders, and spouses may be responsible for repaying it. #EstatePlanning https://bit.ly/3pJvvyg
INVESTOPEDIA.COM
What Happens to Your Debt When You Die?
Losing a loved one isn’t just an emotional burden — it also carries an administrative load. You can reduce that load for your own heirs by communicating your preferences about your assets clearly. https://bit.ly/2V8Oczh
NERDWALLET.COM
5 Reasons to Add Beneficiaries to Your Investment Accounts
Having a solid end-of-life plan in place can be a big help to you and your family when the time comes. #EstatePlanning
FINANCE.YAHOO.COM
How to Set Up Medical Power of Attorney
Just as life insurance provides a payout to your beneficiaries after you die, there are ways to ensure your loved ones receive some, or all, of your investment account's assets. https://bit.ly/3rUhNdz
BUSINESSINSIDER.COM
What happens to your investments after you die?
A trust fund is an estate planning tool that anyone can use to ensure their assets are passed down as they wish, to friends, family or a charity. https://bit.ly/38JyIYL
FORBES.COM
Trust Funds: They're Not Just For The Wealthy
