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Wills and Estate Planning: 6 Reasons Why your Will is Critical to Your Estate Plan
One of the most important tasks you undertake is to create an estate plan to ensure you’re taken care of for the rest of your life and then distribute your assets and provide for your loved ones after you die. A primary component of an estate plan is a will. It is crucial to outline […]
The Coronavirus Pandemic Will Wield Serious Effects on Social Security
The coronavirus pandemic is going to have some serious, long-term effects on Social Security’s solvency. The U.S. trust fund that helps pay benefits to non-disabled Social Security beneficiaries is scheduled to run out of money in 2034, according to the latest Annual Report from the Trustees of Social Security released April 22. The date the […]
How To Craft the Perfect Last Will & Testament, Part 2
In last week’s edition of Retirement Watch Weekly, we discussed ways to construct a will to maximize the inheritance you pass on to your heirs. Part I can be found right here, and we’ll continue exploring this topic below. Know your Children & Anticipate Issues with Your Estate Naming the oldest adult child as executor […]
How to Craft the Perfect Last Will and Testament for Your Estate Plan
It doesn’t take much to tarnish a gem of an estate plan, and with it your legacy. A misplaced word, missing clause, or miscommunication between lawyer and client can send your will and your ordered estate plan spinning into chaos. You can avoid such a fate. Follow these last will and testament guidelines, and you’ll […]
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What Will and Estate Planning Documents and Estate Planning Forms Do You Need and Why Are They Important?
Estate planning is more important than ever. Estate planning is about seeing that your hard-earned wealth goes to those you want to have it, and in the most efficient way possible. Many people left their loved ones in difficult straits because they didn’t realize that, and many more are likely to do so in the […]
The Ultimate Will and Estate Planning Checklist and Basics Guide
The Ultimate Estate Planning Checklist and Basics Guide – Table of Contents Identifying Loved Ones Assets and Property Non-Financial Issues Legacy The Will Estate Planning Documents Estate Asset Identification and Tracking Health Care Directives Financial Power of Attorney IRA and Retirement Beneficiaries Avoiding Probate Living Trusts QTIP Trusts Spouse’s Estate Considerations Life Insurance Business Ownership […]
Wills and Estate Planning: 6 Reasons Why your Will is Critical to Your Estate Plan
One of the most important tasks you undertake is to create an estate plan to ensure you’re taken care of for the rest of your life and then distribute your assets and provide for your loved ones after you die. A primary component of an estate plan is a will. It is crucial to outline […]
How To Plug the Estate Tax and Estate Liquidity Leaks in Your Will & Estate Plan
Everyone needs a will… even if all your assets are owned by a living trust or held in joint title. A will is a legal document in which a person, known as the testator, sets forth his or her wishes about how to distribute an estate’s assets, pay debts, care for any minor children, and […]
