Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Wills and Estate Planning

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estate planning

Will and Estate Planning Checklist Helps to Protect Heirs

April 8, 2019

Are you taking advantage of all the tools available to get your property to the next generation or other beneficiaries at a minimum cost in expenses in taxes? You are if you have taken or considered each of these factors. Do you have an up-to-date will? If you have minor children, does the will name […]

How to Choose Between Wills and Trusts

January 23, 2019

There are two tools available for passing the bulk of your legacy to others, and the best choice for one person might not be a good choice for another. The foundation of your estate plan can be either a will or a trust, usually a revocable Living Trust. They’re not exclusive. Most estates have both […]

Estate Planning Without Wills & Trusts – Part 2

July 20, 2018

In Part 1 of this article, I shared some of the avenues through which you can ensure transfer of assets without the need for wills and trusts. So this week, let’s continue the discussion with more ways to avoid probate and transfer property… starting with: Bank accounts. Though once obscure, payable on death (POD) bank accounts […]

estate planning

How to Manage Your Estate Planning without Wills, Trusts, and Probate

July 13, 2018

You might be surprised to learn that many Estate Planning goals can be accomplished without wills and trusts. In fact, using other tools can spare you some of the expense and complications of wills and trusts. These strategies also cause the assets to avoid the delay and expense of probate, transferring the title of each […]

Estate Planning

How to Write an Ethical Will for Your Estate Planning

May 4, 2018

Your estate plan 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 to their estate plans is what sometimes is known as an ethical will. Others have called it a legacy letter, heritage will, family philosophy statement, […]

Another Reason to Have a Strong Will and Estate Plan

October 5, 2017

If you don’t have an estate plan, the government’s going to prepare one for you, and you might not like it. This article explains that when you don’t appoint a agent with a power of attorney or a successor trustee who can act for you when you start to fade, the government will appoint someone […]

David Rockefeller’s Will and the Benefits of Avoiding Probate

April 24, 2017

Wills are public documents. They’re filed in a local probate court and available for anyone to view. That’s why many wealthy people hold the bulk of their assets through trusts that avoid probate. David Rockefeller, the last remaining grandson of John D. Rockefeller, died recently. A large part of his wealth was held through family […]

estate planning

5 Best Options for Meeting Estate Planning Goals Without Wills and Trusts

November 10, 2016

Many Estate Planning goals can be accomplished without wills and trusts. Using other tools can spare you some of the expense and complications of wills and trusts. These strategies also cause the assets to avoid the delay and expense of probate, transferring the title of each asset automatically to the person you intended. But these […]

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