Retirement Articles
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Bob’s Journal for 8/27/20
Some Notable Events That Grabbed My Attention This Week Big changes were announced in the Dow Jones Industrial Average (DJIA) this week to take effect Aug. 31. The DJIA is composed of only 30 stocks. Unlike the other major stock market measures, the DJIA is price-weighted. The higher a stock’s price, the greater a percentage […]
Estate Planning for Those with Special Needs: The Special Needs Trust
In last week’s edition of Retirement Watch Weekly, I presented Estate Planning for Those with Special Needs. There are other important provisions for proper estate planning in this scenario, so let’s dive right in. Living trusts become more important to those with chronic illness or conditions. These trusts allow a co-trustee to manage trust assets […]
Bob’s Journal for 8/20/20
Some Notable Events That Grabbed My Attention This Week The major stock market indexes continued climbing to new highs, but there were changes in the stocks pushing the indexes up. As you are aware, the U.S. stock indexes had a very few stocks earning high returns while the rest of the stocks in the indexes […]
What Is and Isn’t Included in a Will?
A will is a written document in which an individual, known as a testator, directs how his or her assets are to be divided and other matters are to be handled after his or her death. However, wills are not a do-it-all document. A testator should be aware of what should and shouldn’t be included […]
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10 Things to Know About Writing a Will
A will is critical to ensuring your legacy. It determines how assets are distributed to your loved ones and how efficiently they are distributed, among other issues. Having a good will can reduce the expense and hassles of processing your estate. When you don’t have a will, things are likely to be more expensive and […]
How to Make a Will Without a Lawyer
A will is a written legal document in which a person, known as the testator, sets forth his or her wishes on how an estate’s assets are to be distributed, who will serve as guardians of any minor children, and other issues. A will also should appoint an executor(s) to administer the estate. In a […]
What Are the Four Basic Types of Wills?
A will is a legal document in which a person, known as the testator, sets forth his or her wishes on how to distribute an estate’s assets, pay debts, care for any minor children, donate to charity and perhaps other issues after the individual dies. It is a crucial part of any estate plan. The […]
What is a Will and Why Do I Need One?
A will is a legal document in which a person, known as the testator, sets forth his or her wishes on how to distribute an estate’s assets, pay debts, care for any minor children and perhaps other issues after the individual dies. Most often, the testator appoints one or more executors to administer the estate […]
