Posts Tagged ‘will’

Wealth Transfer Checklist

Leaving A Legacy For Your Loved Ones Having conversations about distributing your money, home and other assets after you’re gone may be uncomfortable, but it’s important to address the topic so you and your heirs are prepared. Creating a plan for transferring assets can achieve a variety of goals, such (more…)

Estate Planning With Your Parents

A Difficult, But Important Conversation Money is a taboo subject in many families, which makes it more difficult to talk with your aging parents about financial planning. But as seniors live longer and face the possibility of physical and mental disabilities that could limit their decision-making and independence, it’s vital (more…)

Do You Need a Will or a Trust, or Both?

If you’re like many people, you’ve heard the terms “will” and “trust,” but you may not know the differences between them. More important, you may not know which one you need. You’ll find some answers below. Q: What’s a will? A: A will is a document that describes what should (more…)

These Music Legends Didn't Have a Will

These Music Legends Didn’t Have a Will. Do You?

Music legends Prince, Jimi Hendrix and Bob Marley died without a will or estate plan in place, setting off family drama over their estates. According to the American Bar Association, they’re not alone — it’s estimated that 55 percent of Americans die without a will or estate plan in place. (more…)