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…
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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…
How to Keep Your Heirs from Blowing Their Inheritance
Spendthrift trusts may sound like you're trying to keep your kids from frittering away your legacy, but they are not just for those with spending problems. They're useful in cases…
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.…
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…