Has a loved one or close friend asked you to be the executor (also known as personal representative in some states) of his/her will? You...
Estate Planning
All Estate Planning Articles
Multigenerational Estate Planning
Estate plans are traditionally created by members of a single generation. Mom and Dad hire an attorney to draw up their estate plan, and their...
Surprising Mistakes You Could Be Making In Your Will
Most people understand the importance of writing a will. If you die without one, your state’s “intestacy” laws determine who inherits your assets and in...
Protect Your Estate From Your Son- or Daughter-in-Law
Many older Americans have a secret when it comes to estate planning—they intend to leave their life’s savings to their children…just as long as their...
Common Estate-Planning Mistakes and How to Avoid Them
Having your will done doesn’t mean you’re done with estate planning. While the last will and testament is easily the best-known estate-planning document, it’s not...
Living Trust vs. Will: What You Should Know
Wondering whether a will or a living trust is the appropriate document for your estate plan? The answer is simple—you should probably have both. These...
Not All Inheritances Have to Be Equal
Baby boomers are expected to pass along $73 trillion to their heirs over the next two decades. Conventional wisdom says that parents should leave equal...
Time to Revise Your Will?
Will your will actually do what you want it to do? You might never know—but your heirs could pay the price if it doesn’t. Working...
Time to Review Your Estate-Planning Tools
Have your estate-planning tools turned against you? Can you trust your trusts to work as intended? Estate-planning decisions that made perfect sense when you put...
Create a Lasting Legacy with a Dynasty Trust
An underused estate-planning tool could benefit your descendants down through the generations—or even the centuries. Dynasty trusts, sometimes called perpetual trusts, shield assets from threats...
Little-Known Tools for Retirement and Estate Planning
The upsides of IRAs and living trusts for retirement and estate-planning are widely known, but even savvy savers might not be aware that there’s a...
