Tag Archive | "estate"

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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men, elderly, group, laughing, happy

Unpartnered With No Heirs: Estate Planning Still Important

Even if you do not have a partner, children or any living relatives, an estate plan makes sense.

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family

How To Avoid Family Squabbles When Drafting Your Will

Creating an estate plan is a gift to the people you leave behind. By expressing your wishes, you’re trying to guide your loved ones at a difficult, emotional time.

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family, grandparent, generational

What Happens To My Estate When I Pass?

Understanding what the postmortem process involves can make you a better and wiser planner for your own estate.

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