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Wills and Estate Planning

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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 […]

Estate Planning

How to Craft the Perfect Last Will and Testament for Your Estate Plan

March 31, 2020

It doesn’t take much to tarnish a gem of an estate plan, and with it your legacy. A misplaced word, missing clause, or miscommunication between lawyer and client can send your will and your ordered estate plan spinning into chaos. You can avoid such a fate. Follow these last will and testament guidelines, and you’ll […]

Estate Planning

What Will and Estate Planning Documents and Estate Planning Forms Do You Need and Why Are They Important?

December 19, 2019

Estate planning is more important than ever. Estate planning is about seeing that your hard-earned wealth goes to those you want to have it, and in the most efficient way possible. Many people left their loved ones in difficult straits because they didn’t realize that, and many more are likely to do so in the […]

Estate Planning

The Ultimate Will and Estate Planning Checklist and Basics Guide

December 18, 2019

The Ultimate Estate Planning Checklist and Basics Guide – Table of Contents Identifying Loved Ones Assets and Property Non-Financial Issues Legacy The Will Estate Planning Documents Estate Asset Identification and Tracking Health Care Directives Financial Power of Attorney IRA and Retirement Beneficiaries Avoiding Probate Living Trusts QTIP Trusts Spouse’s Estate Considerations Life Insurance Business Ownership […]

estate plan

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

December 16, 2019

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 Plug the Estate Tax and Estate Liquidity Leaks in Your Will & Estate Plan

December 3, 2019

Everyone needs a will… even if all your assets are owned by a living trust or held in joint title. A will is a legal document in which a person, known as the testator, sets forth his or her wishes about how to distribute an estate’s assets, pay debts, care for any minor children,  and […]

Electronic Wills Are Coming

November 20, 2019

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, […]

May 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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