The estate-planning process is complex and involves more than just a will. Make sure you have several specific documents ready in the unlikely event of your death. 1. Last will and testament Create a will if you do nothing else. Identify your personal representative...
Estate Planning
3 signs your father may be vulnerable to undue influence
If your elderly father is writing a will, forming a trust or undertaking any other estate planning process, he is doing better than most. In fact, according to a recent study, almost 70% of Americans have not written even a simple will to address ownership of assets...
Two POAs ensure you and your family can manage unexpected events
You may be enjoying family life as a young parent, or you may be looking forward to the onset of your retirement years. What happens if you become incapacitated due to an accident? What happens if dementia clouds your retirement picture? Two power of attorney...
Keep the cyber crooks’ hands off your estate funds
Your nest egg may have grown comfortably, and you want it to be there for you when you need it. You most likely also want assurance that your heirs receive the amount left in the account after you pass away. Unfortunately, cybercriminals may have other intentions for...
4 times you should review your advance directives
Living wills and medical powers of attorney are two common types of advance directives. With a living will, you inform your family members, friends and health care professionals about which medical procedures you want and do not want doctors to use to sustain your...