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Wills and Estate Planning

Found 52 Articles.
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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 […]

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 […]

September 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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