How Should I Handle an Inheritance?

how should i handle an inheritance

Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you’re prepared for that inheritance.

Why Should I Name a Beneficiary?

Why should I name a beneficiary

Lewis established an irrevocable trust, in which he named ‘his son’s spouse’ as a beneficiary. At the time Clark, the son, was married to Vivian.

What a Will Can and Cannot Do

what a will does and doesn't do

A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.

What Estate Planning Does My Child Need at 18?

does my 18 year old need estate planning

Picture this…your child is in the hospital, but the on-call doctor won’t talk to you let alone allow you to weigh in on medical decisions. While hospitalized, your child’s bills are going unpaid because you can’t access their accounts—potentially wreaking havoc on their financial credit. Why? Because they’re over the age of 18.