Estate Planning

Many people use their estate plan to detail their wishes for their funeral. It’s also wise to make sure that there’s enough money for whatever kind of send-off you’ve chosen. Whether you prefer a small, family-only gathering or a rousing party, it’s likely going to...

Aside from forgetting to make an estate plan in the first place, one thing many people forget is to tell anyone they have made an estate plan. You might not realize how many problems it can cause. Let’s look at a few situations to see why. You have a horrific car...

Most people believe all they need to complete their estate planning process is a properly written will. However, this is not always the case. A good estate plan should avoid probate, protect your assets, save on taxes and designate someone to act on your behalf should...

Florida is one of the most ideal states for people looking to retire and enjoy their sunset years. Besides the warm weather and great beaches, Florida is also one of the most tax-friendly states in the nation. Additionally, the state has multiple legal tools that you...

It’s very easy to assume that, as a new parent, you’re a long way from needing an estate plan. Yes, you now have an heir to whom you eventually want to pass your assets, but that’s decades in the future. Your heir isn’t even a year old yet. You feel like you can...

Many families aren't picture-perfect -- yours included. You have relatives that you don’t get along with and you don’t want any of them to benefit from your hard work should you die before them. Your estate plans and will reflect that sentiment. Unfortunately, even...

Typically, the younger you are, the less you think about planning your will and other estate planning documents. Often, estate planning feels like something that can wait for another time and might be only for people who already have a great deal of wealth. As you get...

One of the biggest concerns that keeps people awake at night is whether the hard-earned funds or assets they've amassed will be squandered by their heirs. The good news is that you're not helpless in this situation. What can you do to make it easier for your adult...

Creating an estate plan is one of those tasks that you know you should do, but it can get easy to put off. There is no firm timeline for your estate plan, so you may not feel pressure to complete it. You already know that your estate plan is how you can pass on your...

You worked hard to amass your wealth over the course of your entire career. Maybe you have a child, grandchild or other potential beneficiary that hasn’t been making wise financial decisions or struggles with excessive debt, addictions or other conditions that make...