Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Estate Planning Basics

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estate planning

How To Resolve Estate Planning Disputes: The Funeral & Burial

June 18, 2019

The post-mortem activities involving baseball great Ted Williams spotlight an Estate Planning issue that rarely is discussed: Who has the final say on the funeral and burial arrangements? Most of you will recall that after Ted Williams passed away, his son apparently had the body flown to a firm in Arizona, where the body was […]

estate planning

How To Involve Your Children in Your Estate Plan

June 11, 2019

Of course it’s a good idea for parents to talk with their children about money from an early age… But it’s never too late to start… if you didn’t start early. First, you need to be clear what the money means to you and what its purpose is. You also should know what’s important to […]

estate planning

Forget Estate Planning: Follow This “Inheritance Plan” Instead

June 4, 2019

Estate Planning isn’t “all about the money.” At least, it’s not if you want the plan to be successful. Likewise, I’ve said for years that estate planning isn’t all about taxes. Truth is, you need an estate plan even when the estate isn’t likely to be hit with federal estate taxes. You also need to […]

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Can Your Children Answer These 8 Estate Planning Questions?

February 25, 2019

Many estate plans fail, and often not because of any flaws in the documents or the plans. Estate Planning failures frequently occur in the implementation and execution. Especially important are actions taken by others, often your children. They’re likely to be the ones putting key parts of the plan into action, not you. So to ensure […]

estate planning

The “Financial Emergency Kit” Every Estate Planing Strategy Needs (Part 2)

August 10, 2018

In Part 1 of this article I talked about the importance of having a Financial Emergency Kit, along with a few of its essential elements. So this week, let’s continue the discussion and review the other important elements that make up your Financial Emergency Kit, starting with: A letter of instruction, which can be valuable […]

estate planning

The Financial Emergency Kit: How to Build a Complete Estate Planning Strategy

August 3, 2018

Many people think they have estate plans… but oftentimes it turns out they really don’t. I’m not talking about those who haven’t done any planning and don’t even have a basic will. I’m talking about people who have taken action on their estate plans — and yet have plans that are woefully incomplete. You see, […]

Estate Planning Without Wills & Trusts – Part 2

July 20, 2018

In Part 1 of this article, I shared some of the avenues through which you can ensure transfer of assets without the need for wills and trusts. So this week, let’s continue the discussion with more ways to avoid probate and transfer property… starting with: Bank accounts. Though once obscure, payable on death (POD) bank accounts […]

estate planning

How to Manage Your Estate Planning without Wills, Trusts, and Probate

July 13, 2018

You might be surprised to learn that many Estate Planning goals can be accomplished without wills and trusts. In fact, using other tools can spare you some of the expense and complications of wills and trusts. These strategies also cause the assets to avoid the delay and expense of probate, transferring the title of each […]

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