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Category Archives for Estate Planning (Wills and Trusts), Probate/Estate Administration
Checklist for Getting Your Financial Affairs in Order
Take the following steps to help your family should you die or become incapacitated. √ Have you made a financial power of attorney? With a durable power of attorney for finances, […]
Continue readingCharitable Trusts: Tax Breaks for Do-Gooders
If you want to give a big gift to charity, consider a charitable trust. If you want to make a substantial gift to a charity, it may make sense to use […]
Continue readingFinal Arrangements FAQ
Planning some of the details of your burial or cremation — and your memorial services — can be a great relief to your survivors. What’s Below: Why should I leave written […]
Continue readingFAQ for Executors
If have been chosen as an executor of someone’s will, here’s how to get the answers and the help you need. What’s Below: What is an executor? Does the person named in a […]
Continue readingEstate and Gift Tax FAQ
Most estates don’t owe tax, but it pays to be informed. Here’s an easy introduction to estate and gift tax laws. What’s Below: Will my estate have to pay federal tax after […]
Continue readingGetting Your Retirement Money Early — Without Penalty
by Twila Slesnick Just can’t wait for your retirement funds? Painless advice on how to get your retirement money early. Most people who have a retirement account — whether a qualified plan […]
Continue readingLiving Wills and Powers of Attorney for Health Care: How They Work
by Shae Irving It’s smart to make documents setting out your wishes for health care in case you are ever unable to speak for yourself. If you’re like most people, you aren’t […]
Continue readingLiving Trust FAQ
An introduction to living trusts — a popular way to avoid probate. What’s Below: What is a living trust? Do I need a living trust? How does a living trust avoid probate? Is it expensive […]
Continue readingLife Insurance Options
When it comes to choosing a life insurance policy, you may feel dazed by your options. Here are the basic types and the pros and cons of each. If you are […]
Continue readingLeaving Property to Young Children
It’s easy to arrange for someone to manage any property you leave to young children. Most parents, at one time or another, give serious thought to what would happen to their […]
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