Estate Planning Forms and Documents

Found 18 Articles.

estate planning

Two Estate Planning Documents You Must Have

July 1, 2002

An estate plan might contain many documents. Estate plans that fail, however, often do so because of two key and often overlooked documents. Take care that these documents are in your estate plan and meet your needs. The first document to consider is the durable power of attorney. Most of us won’t ever use this document, […]


How To Use Safe Deposit Boxes for Estate Planning?

June 1, 2002

Safe deposit boxes are among the most misunderstood and improperly used tools in Estate Planning. The ways many people use safe deposit boxes can cause more problems than they solve. A safe deposit box usually is not the place you want to keep a will or other valuable documents, especially those that are necessary to […]

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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