What Do I Need to Know If I’m Getting an Inheritance?

Heirs receiving an inheritance can expect the process to take time. Having a plan for the money and consulting with professionals are also things to remember.

Do I Need to Name a Life Insurance Beneficiary?

What Is a Beneficiary and How Do I Name One?

Does My Estate Plan Need an ‘ePlan’?

The average American maintains between 30 and 50 online accounts at any given time. These may be with banks, financial institutions, utility companies, email providers, social media outlets, commercial shopping or travel sites and accounts unique to technology, such as an account to purchase apps for a smartphone.

Can Estate Plan Be Created without My Spouse?

I’m looking for guidance on where to start with planning in case something happens to me or my husband.

What Is Asset Protection Planning?

Asset protection planning is the process of building barriers around your assets, whether those assets are personal or business, to keep them safe from litigation, creditor claims, seizure and burdensome taxes.

Why Don’t Most American have an Estate Plan?

Just 34% of adult Americans have an estate plan, and 37% of respondents said they didn’t have a plan ready.

Should I Have a Trust in My Estate Plan?

A simple will works for some people, but maybe not for you. Are you in a second marriage? Have minor children? Are you concerned about fraud? These are just a few of the many reasons to consider a trust.

What Is an Estate Plan?

Nobody wants to think about how their loved ones will cope when they die. However, it’s important to plan effectively to ensure a smooth transition of your wealth and worldly possessions — even if you’re young or feel like you don’t have much to leave behind.