5 Essential Documents for Crafting a Good Estate Plan
The Bottom LineFive essential estate planning documents you need in your estate plan:WillPower of AttorneyHealth Care DirectiveBeneficiary Designations (Retirement Accounts & Insurance Policies)TrustsEstate planning can be challenging with complex legal documents, tax implications, and daunting questions. However, it is an important part of a well-rounded financial plan.
7 LGBT Estate Planning Concerns You Haven't Considered
The idea of planning for after you’re gone is daunting, but proper estate planning is vital for anyone who wishes to protect their assets and loved ones. It could be even more critical for same-sex couples and LGBTQ families, even after the 2015 Obergefell v. Hodges Supreme Court decision.