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Estate planning generally involves more than putting documents in place like advance directives, powers of attorney, wills and trusts. If you have accounts and insurance policies that allow you to designate one or more beneficiaries, this is how you pass on these...
When you make your estate plan, it’s natural that you might be curious about how your beneficiaries will handle the assets you leave. In some cases, thinking about this may raise valid concerns. One option to address those concerns is to make that inheritance...
Wills are very powerful testamentary instruments. People can choose their beneficiaries, allocate their property and even designate their personal representatives using wills. Although wills are useful in a broad range of circumstances, there are certain goals people...
Parents creating estate plans to protect their children, those responsible for people with special needs and a variety of others may want to establish trusts instead of relying solely on wills. Trusts have protection from creditor lawsuits and create more structure...
Starting a business with family often feels like a safe choice. There's trust, a shared vision and the comfort of working with people you know well. However, this doesn’t mean that formal contracts aren’t necessary. Even in a family-run business, things can go wrong....
Older adults are vulnerable to abuse. Some older adults face physical or emotional abuse from their caregivers. Others are at risk of financial abuse and fraud. There are many types of fraudulent schemes that target older adults. Medicare scams, investment fraud and...
If you have an heir with special needs, they may qualify for certain government benefits. For instance, these could be provided under Medicaid or Social Security disability benefits. In some cases, people with special needs have to pass a means test. This measures...
During estate planning, most people focus on their personal assets and family members. If they own or help run a business, they may want to consider establishing a succession plan in addition to their testamentary instruments. Unlike an estate plan, which designates...
You’ve always lived within your means, but you also haven’t saved up a tremendous amount of assets. Your adult children are not going to inherit that much in the way of bank accounts or real estate assets. What you have done, however, is to take out a substantial life...
If you don’t see your parents frequently due to work or distance, you can be startled by signs of the deterioration in their mental and/or physical conditions. If the decline is especially marked or appeared overnight, they could be in the throes of a health crisis,...