July 13, 2020 •
Estate Planning ![]()
You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will pass to the person you name as the beneficiary of the account. The information on your 401(k) beneficiary form typically supersedes what is written in your will. Therefore, it is important to keep this form up to date for all your retirement and investment accounts.
Read MoreJuly 10, 2020 •
Estate Planning ![]()
This type of trust can be established to benefit your spouse, children, grandchildren and other descendants. However, it may be more appropriate in some situations than others. Getting to know the details of what an IDGT is and how it works can help you decide if it makes sense for you.
Read MoreJuly 9, 2020 •
Estate Planning ![]()
Parents may delay creating an elder law estate plan, because of the in-law issue. Some parents are unfortunately estranged from an adult child, only because of the problematic son-in-law or daughter-in-law.
Read MoreJuly 8, 2020 •
Estate Planning ![]()
More and more often, estate beneficiaries are retaining their own attorneys to make sure that the executor properly administers the estate.
Read MoreJuly 7, 2020 •
Estate Planning ![]()
While Medigap policies are standardized, regardless of which insurance company sells them and where you live, the premiums can vary from insurer to insurer and among locations. Experts say that this makes it important to understand the differences you may see, when evaluating your options.
Read MoreJuly 6, 2020 •
Estate Planning ![]()
Eighty-five million families in the United States own at least one pet. That’s 68% of the population. How many of those owners have a plan for what would happen to their pet, if they themselves met with a crisis, had a lengthy hospitalization, or died?
Read MoreJuly 3, 2020 •
Estate Planning ![]()
There might be a time in your life when someone you know pulls you aside at a family gathering and says that you’re the designated beneficiary of their life insurance policy.
Read MoreJuly 2, 2020 •
Estate Planning ![]()
If you’re leaning toward choosing guaranteed lifetime income by remaining in the plan instead of taking the lump-sum offer, be sure you have confidence in your employer’s long-term viability.
Read MoreJuly 1, 2020 •
Estate Planning ![]()
Planning for death is like any other transition of life, except this is one we can make easier for our loved ones. Don’t let the process of settling your estate, a process commonly known as probate, get in their way — and cost them more money.
Read MoreJuly 1, 2020 •
Estate Planning ![]()
A county sheriff in Florida is declaring that the will of Don Lewis — Carole Baskin's long-missing husband — was forged.
Read More
