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Wills and Estate Planning

Found 52 Articles.
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estate planning

Reconsidering Living Wills

March 26, 2021

A good estate plan includes a lot more than will. Among the documents to be included are those about medical care. The traditional document is a living will but I’ve downplayed the importance of living wills for years since a better document is the medical care proxy or power of attorney. There are a number […]

Estate Planning

How to Write an Ethical Will for Your Estate Planning

March 19, 2021

Your estate planning is part of your legacy, but your legacy should be more than financial assets, material possessions and legal documents. For more and more people, the final touch in their estate planning is what sometimes is known as an ethical will. Others have called it a legacy letter, heritage will, family philosophy statement, […]

Electronic Wills Are Coming

March 5, 2021

Very slowly but surely, estate planning law is catching up to modern technology. The latest development paves the way for electronic wills in most states. An electronic will, or e-will, is one that recognizes the traditional formalities of a will when they’re in an electronic format. An e-will can be written in an electronic medium, […]

estate planning

Understanding the Last Will and Testament

January 24, 2021

The terms “last will and testament” and “will” often are used interchangeably and today mean the same thing. Both refer to a legal document that outlines a person’s final wishes regarding the distribution of assets and property after death and often other matters, such as the guardianship of minor children. Will is often used as […]

estate planning

Guide to Wills: The Definitive Guide to Your Last Will and Testament

December 4, 2020

  Guide to Wills: The Definitive Guide to Your Last Will and Testament addresses one of the most important documents for guarding wealth, providing for loved ones, and achieving other goals.    Regardless of the size of an estate, the will is a critical part of an estate plan. It guides the distribution of assets […]

What is the Difference Between a Testament and a Will?

November 11, 2020

  There is no difference between a testament and a will these days.   In recent times, the words “testament” and “will” are often seen together as “last will and testament.” A last will and testament is a legal document that outlines a person’s final wishes regarding the distribution of assets and property after death […]

What is the Definition of a Last Will and Testament?

November 11, 2020

  The terms “last will and testament” and “will” often are used interchangeably and today mean the same thing. Both refer to a legal document that outlines a person’s final wishes regarding the distribution of assets and property after death and often other matters, such as the guardianship of minor children.    Will is often […]

Estate Planning

How to Write a Last Will and Testament

November 11, 2020

  About 74% of Americans lack a last will and testament, often because they find it a confusing or difficult topic. Writing a will is not as difficult as many people believe, and many people can do it with or without a lawyer. A lawyer is not required for a valid will, but many people […]

November 2021:
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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