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Wills and Estate Planning

Found 49 Articles.
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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 […]

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

10 Things to Know About Writing a Will

August 19, 2020

A will is critical to ensuring your legacy. It determines how assets are distributed to your loved ones and how efficiently they are distributed, among other issues. Having a good will can reduce the expense and hassles of processing your estate. When you don’t have a will, things are likely to be more expensive and […]

Estate Planning

How to Make a Will Without a Lawyer

August 19, 2020

A will is a written legal document in which a person, known as the testator, sets forth his or her wishes on how an estate’s assets are to be distributed, who will serve as guardians of any minor children, and other issues. A will also should appoint an executor(s) to administer the estate. In a […]

estate planning

What Are the Four Basic Types of Wills?

August 19, 2020

A will is a legal document in which a person, known as the testator, sets forth his or her wishes on how to distribute an estate’s assets, pay debts, care for any minor children, donate to charity and perhaps other issues after the individual dies. It is a crucial part of any estate plan. The […]

Estate Planning

What is a Will and Why Do I Need One?

August 19, 2020

A will is a legal document in which a person, known as the testator, sets forth his or her wishes on how to distribute an estate’s assets, pay debts, care for any minor children and perhaps other issues after the individual dies. Most often, the testator appoints one or more executors to administer the estate […]

Estate Planning

Will vs. Trust: Which is Better?

July 27, 2020

“By failing to prepare, you are preparing to fail,” said inventor, diplomat and founding father Benjamin Franklin in describing the importance of planning for the future. It is only natural for people to want to maintain some level of control over the assets that they worked so hard to accumulate throughout their life. Creating a […]

estate plan

Wills and Estate Planning: 6 Reasons Why your Will is Critical to Your Estate Plan

June 17, 2020

One of the most important tasks you undertake is to create an estate plan to ensure you’re taken care of for the rest of your life and then distribute your assets and provide for your loved ones after you die. A primary component of an estate plan is a will. It is crucial to outline […]

estate planning

How To Craft the Perfect Last Will & Testament, Part 2

April 7, 2020

In last week’s edition of Retirement Watch Weekly, we discussed ways to construct a will to maximize the inheritance you pass on to your heirs. Part I can be found right here, and we’ll continue exploring this topic below. Know your Children & Anticipate Issues with Your Estate Naming the oldest adult child as executor […]

February 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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