Estate Planning Forms and Documents

Found 18 Articles.

part-ii-how-to-use-life-insurance-under-the-new-estate-tax-laws

How to Shelter Your Estate Plan from Disasters, Part II – The Importance of Estate Planning Forms, Documents and Checklists

May 12, 2020

The devastating effect the coronavirus outbreak has had on economic conditions inspired me to share with you a 7-step checklist on how to shelter your estate plan from disasters in last week’s edition of Retirement Watch Weekly. Today, I’ll complete that checklist… Step 4: Document your property. To recover all or most of what you […]

Estate Planning

How to Shelter Your Estate Plan from Disasters – The Importance of Estate Planning Forms, Documents and Insurance

May 5, 2020

It can happen to any of us… It doesn’t have to be a historic outbreak, hurricane, flood, or wildfire. You could be at risk from a broken water pipe, a tree falling on your home, or some other event. Bottom line: You don’t want short-term events to cause a permanent reduction in your financial security. […]

Estate Planning

What Will and Estate Planning Documents and Estate Planning Forms Do You Need and Why Are They Important?

December 19, 2019

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 […]

Estate Planning

The Essential Estate Planning Questionnaire and Checklist Provides Simple Questions in Preparing for Retirement

November 20, 2019

Estate Planning is not all about reducing estate taxes. That always was the case, but few people realized the importance of the non-tax factors until the 2001 tax law began the phase out of the estate tax. Every estate plan, regardless of the estate’s size, needs to address certain issues. Ignore these issues, and your […]

7 Essential Estate Planning Documents, Forms, and Strategies

May 22, 2019

You can save your loved ones months or years of time, frustration and anguish. All you have to do is make sure your estate plan has all the essential documents and that key people know where to locate them. As I’ve said before, Estate Planning is about much more than tax reduction. A complete estate […]

estate planning

The “Financial Emergency Kit” and Documents Every Estate Planning 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 and Document File

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

Power of Attorney: The Most Important Document in Your Estate Plan

June 29, 2018

The financial Power of Attorney (POA) could be the most important document in your estate plan. Yet, many people don’t have one. And many people who do have a power of attorney didn’t give it much thought and have inadequate documents. Adverse results can range from bills not being paid on time to trusted people […]

October 2020:

Congress Comes for your Retirement Money

A devastating new law has just been enacted, with serious consequences for anyone holding an IRA, pension, or 401(k). Fortunately, there are still steps you can take to sidestep Congress, starting with this ONE SIMPLE MOVE.
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