Estate Planning (Page 5 of 7)

Does Florida Have An Estate Tax?

Here’s everything you need to know about estate taxes in the Sunshine State!


How to Close Social Media Accounts of a Deceased Loved One

Social media is part of many people’s daily lives, but when a person passes away their dormant accounts can become vulnerable to scammers who can hack into them and even steal your deceased loved one’s identity. 

memorialize social media for death of a loved one

Last Will and Testament Template/Worksheet

Here’s everything you need to know about crafting an effective last will and testament!

last will and testament

7 Tips on How to Avoid Probate

Fortunately, there are ways you can avoid probate and streamline the settlement of your estate. Here are 7 tips just for you!


Estate Planning Vs Financial Planning

Let’s talk about how these two work together to build a strong financial future for you and your loved ones!

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Trusts in Estate Planning: 6 Essential Things You Need to Know

Did you know that trusts can play a fundamental role in estate planning? Here are 6 essential things that you should know!

couple planning

At What Net Worth Do You Need a Trust?

Many people associate trusts with the fabulously wealthy. But should a regular, everyday person also consider establishing one?

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9 Things to Know about Writing a Will

If you’re an older adult who hasn’t drafted a will, it’s time that you sit down and draft one! Here are 9 essential things you should know.

last will and testanment

What Is a Trust and How Are They Used in Estate Planning?

What are the benefits of trusts? How are they used in estate planning? Here’s what you need to know!

trust and estate planning

What to Ponder Before Remarrying Later in Life

Getting remarried later in life can actually bring about a host of financial and legal issues that are much more complicated than they are for younger couples just starting out. Here are some common problem areas you need to think about, and some tips that can help you solve them. 

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Is it Okay to Not Have a Funeral?

A funeral is not necessarily for you; it’s for the ones you leave behind.

funeral

Can You Go to Heaven if You’re Cremated?

Cremation can be controversial for Christians. Traditionally, many Christians have chosen burial rather than cremation for bodies after death. We believe that human bodies are sacred and should be treated with respect. We may also have concerns about the resurrection of the dead without graves. If you’re grieving a loved one’s death or making funeral plans yourself, you may wonder, “Can you go to heaven if you’re cremated?”

Close up on a burial urn with yellow roses, in a bright funeral scene

How to Invalidate a Will

Life changes, and sometimes your will needs to change too. Whether you have a new grandchild, moved across the country, or simply want to update your wishes, there are ways to make your current will null and void. This video shares some simple steps to ensure your estate is distributed according to your latest desires.

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How to Tap Underutilized Burial Benefits for Veterans

Most U.S. veterans (both combat and non-combat) who didn’t receive a dishonorable discharge are eligible for burial benefits.

veteran funeral

Essential First Steps in Estate Planning: How to Safeguard Your Legacy

Regardless of your financial status, having a well-thought-out estate plan is essential for ensuring your assets are distributed according to your wishes and minimizing potential conflicts among your beneficiaries.

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Free Senior Resources

Ultimate Guide to Retirement Communities
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Guide to Adult Day Care
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