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Wills and Estate Planning

Found 48 Articles.

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 […]

Last Will and Testament Template

November 11, 2020

  About 74% of Americans lack a last will and testament.   However, the last will and testament, is fairly easy to prepare. A last will and testament is a legal document that describes how the estate is to be distributed according to the wishes of the testator and sometimes covers other issues.   You […]

how-the-2001-tax-law-affects-your-will

How to Make a Will Without a Lawyer, Part II

October 27, 2020

In last week’s Retirement Watch Weekly, I presented Part 1 of How To Make a Will Without a Lawyer. Here’s Part 2: Name Guardians for Your Children When a testator has minor children, the will should designate one or more individuals who will serve as guardians for the children if both parents are deceased. It […]

Estate Planning

How to Make a Will Without a Lawyer

October 20, 2020

In a survey taken in 2019, 53% of people who did not have a will said the reason they didn’t have a will was the difficulty of finding an attorney they could trust. However, you don’t need a lawyer to prepare a will for you. You can prepare a will yourself, and there are plenty […]

estate planning

What Is and Isn’t Included in a Will?

August 19, 2020

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 […]

January 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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