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Protecting Your Adult Children from Themselves
Once an irrevocable trust is set up with the best of intentions for your children, it's set in stone, and you're out of luck if circumstances change ... or are…
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Should I Include a Letter in My Estate Plan?
Passing down to your heirs your intentions for your money is just as important as passing down the money itself. Writing one letter can make all the difference. Here's how.…
So, You Have an Estate Plan … Now What?
These legal documents can't just be put in a drawer and forgotten for years and years. They need to be tended to periodically, or else they may cause problems when…
Why Your Will May Be Invalid
Will contests in the US are not uncommon. Generally, when you create a Will and designate who gets your assets, there is someone out there who might benefit from invalidating…
Will or Trust: Which is Right for You?
Having a well-organized and reliable plan that establishes who is in charge and clearly dictates how your assets are to be distributed provides both comfort and peace of mind. It…
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You Could Accidentally Disinherit Your Children Unless You Follow This Obscure Rule
A true story: A mother with two kids put them down as the beneficiaries of her nearly $200,000 401(k) account – but when she died, they got nothing. It’s all…
Supernus Living Trust
How Wills and Trusts Work, and Where to Start
Dealing with the death of a loved one is hard enough; estate planning can make things easier on a grieving family. By: Jedediah McClure, JD Key Points Estate Planning Importance:…
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Checklist: Steps to Take After Your Spouse Dies
Feeling overwhelmed? A checklist can help you figure out where to start and tasks you may be able to put off. By: Jedediah McClure, JD The death of your spouse…
How to Perform the Duties of Executor of an Estate
Taking on the role of an executor is a significant responsibility that demands careful attention to detail and dedication. If you have been named executor in a will, you have…
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How to Plan Ahead for a Disabled Child’s Inheritance
If your child relies on Medicaid services, how can you ensure that when you die the money you leave them doesn't cause them to lose that vital support system? A…