Advanced Directives
An Estate Planning Checklist
Everyone MUST have an estate plan. If you own property, investments, or anything of value, you must have an estate plan in writing NOW; more
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Everyone MUST have an estate plan. If you own property, investments, or anything of value, you must have an estate plan in writing NOW; more
The ‘HEMS’ (health, education, maintenance, support) standard in estate planning is used to guide trustees in how/when they should release funds to a beneficiary.
My wife died and left a bank account with no beneficiary. The bank tells me I have to go through probate. I inherited everything else. What do I have to do?
What if parents have wills and their contingent beneficiaries are their two adult children. If one of the adult children dies before the parents, who gets that contingent beneficiary’s share?
Just as making a will without the help of a qualified attorney can be dangerous, trying to change an existing will on your own can
Many people periodically update their wills or other estate plans, but do not remember to update who will receive distributions from their retirement plans (such