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Building An Estate Plan That Is Right For You
If you and your spouse have been married for decades, your assets are likely largely or entirely combined. Your estate planning needs may seem simple. You just want whomever outlives the other to have all of your assets. When you’re both gone, you want your adult...
Those who have strong religious beliefs often like to integrate their faith into many aspects of their life. For example, those who regularly attend church services often tithe or make contributions to their congregation and volunteer for various faith-related causes....
A power of attorney is a document that you can use to plan for your future. Understandably, you can’t predict exactly how your future will unfold or what needs you’re going to have at every stage of life. Therefore, a power of attorney allows you to select an agent...
Those who are planning for the future may create a trust as a way of structuring support for dependent family members or charitable organizations. They can provide detailed criteria for distributions from the trust and even name a final beneficiary to receive whatever...
Ask any parent with more than one child and they’ll probably tell you that “fair” and “equal” are far from the same thing. One child’s needs don’t necessarily match the needs of the other child. That’s a hard reality to navigate when the kids are young – but what do...
Most people think of a will when they think of estate planning. And that is often a good place to begin. But it’s not the only estate planning resource that you can use, as distributing assets is not the only goal of an estate plan. People can – for example – also use...
In theory, those who take the time to create an estate plan get to control what happens with their property when they die. Unfortunately, some people will have their last wishes undermined by family members who challenge their estate plans. Probate challenges can...
You may have faith that your health will remain solid well into your golden years. However, no one knows what the future may hold. There could be a work accident or a car crash that puts you in the hospital. Those situations will already be very difficult for the...
Most of us spend weeks (or months) planning for milestone life events like our wedding, a major anniversary or a holiday party. But the one event we're all guaranteed to experience -- our funeral -- often goes unplanned until after we pass away. You might not have...
There are various components that you need to get set up when you’re creating an estate plan. For some people, having a will isn’t enough. This is usually because they have a complex estate. Those individuals may need to set up trusts. When you’re trying to determine...