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
While end-of-life planning may seem morbid, an estate plan can protect you and your assets not just after you die, but during your life as well.
FORBES.COM
6 Reasons Why You Need An Estate Plan
If something were to happen to you, would your loved ones know your wishes and how to put your affairs in order? #EstatePlanning
RD.COM
Documents You Need to Organize for Your Family Before It’s Too Late
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
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
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
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
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
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
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://on.mktw.net/31McQsl
MARKETWATCH.COM
Does your estate plan use the right type of Power of Attorney for you?
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
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
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
Medicaid is a federal program, but it gives each state the power to make decisions on coverage and benefits for its Medicaid recipients, including seniors who are dually eligible for both Medicare and Medicaid. https://bit.ly/3iWKHGy
USNEWS.COM
Medicaid Coverage for Nursing Home Care
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
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
