4 Simple Estate Planning Tips
Many people believe they’re not “rich enough” to have an estate plan, but estate planning isn’t just about how much money you have. So, what is estate planning about?At a high level, it’s about making things easier for your heirs. Generally, it involves activities such as:
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.
Protect Your Legacy: A Guide to Estate Planning
Estate planning can be complex. Many people believe they’re not “rich enough” to have an estate plan, but this couldn’t be further from the truth.
3 Crucial Estate Planning Considerations for Singles
When it comes to estate planning, the focus is often on married couples. For those who never married, are widowed or are divorced, the importance of estate planning is sometimes overlooked.
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.