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estate planning

Read more about the article You Could Accidentally Disinherit Your Children Unless You Follow This Obscure Rule
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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…

Continue ReadingYou Could Accidentally Disinherit Your Children Unless You Follow This Obscure Rule
Read more about the article Checklist: Steps to Take After Your Spouse Dies
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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…

Continue ReadingChecklist: Steps to Take After Your Spouse Dies
Read more about the article How to Perform the Duties of Executor of an Estate

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…

Continue ReadingHow to Perform the Duties of Executor of an Estate
Read more about the article How Wills and Trusts Work, and Where to Start
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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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