Tag Archive | "estate"

will, wills, grandparents, probate

Probate Workarounds Can Save Heirs Time, Money

A reader recently reached out after his elderly mother died, asking how soon he could distribute the $10,000 she had earmarked in her will for each of her two grandchildren.

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house

Don’t Give Your Adult Kids Your House

There are better ways to transfer a house to your kids, as well as a little-known potential fix that may help even if the giver has since died.

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children

Should You Give Your Children An Equal Inheritance?

Your estate plan may be your last words to those you leave behind. If you’re a parent, you should think carefully about the message you’ll be sending.

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estate

Your Estate Plan Should Match Your Life Stage

Having and estate plan that matches your stage of life is important. It’s not as simple as your age.

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memorial, parents

3 Sites To Help Aging Parents Organize Details

Sean Fletcher knew his dad had an estate plan, complete with a health care directive detailing what medical treatment should be given in an emergency.

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Beneficiary

Why You Should Get Your Beneficiary Designations Right

when you sign up for a life insurance policy, retirement account such as 401 (K), IRAs, or other investment accounts, you are required to list a beneficiary who will receive the proceeds when you pass.

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