Can Beneficiary Designations Be Challenged?
Retirement accounts fall into a category of assets that pass to heirs directly outside of the will and are not subject to probate. That is, if the paperwork is in order.
Who Should Be Your Executor?
An executor is the person whom you name to handle the settlement of your estate after you die, taking your estate through probate, a court-supervised process that winds up your affairs in the state where you were living at the time of your death.
Should I Update My Estate Plan?
Your estate plan should certainly be revised, if you have gotten married or divorced.
Is a Trust a Good Idea?
What will happen to your assets when you can no longer manage them?
Do You Have a Will?
According to a recent Gallup poll, a little over half (54%) of adults in America don’t have a will.
What Is a TOD Beneficiary?
A person named as a transfer on death (TOD) beneficiary for an account will receive the assets held in it when the account owner dies.
How Can I Help My Family After I Pass Away?
Estate planning is always a difficult subject to deal with, because who wants to arrange things for when they die?
Do I Need a Personal Representative Named in My Will?
When you draft your will, you should name an executor.
How Do I Plan for Taxes after Death?
Ben Franklin once said, ‘… nothing can be said to be certain, except death and taxes.’ For all certainties in life, the best thing you can do is plan for their eventual occurrence.