Estate Planning (Page 6 of 7)

How to Divide Your Personal Possessions Without Dividing the Family

Divvying up personal possessions among adult children or other loved ones can often be a tricky task.

What Happens If You Die Without a Will?

An alarming 67% of adults in the United States have not prepared a will. This lack of estate planning could lead to significant complications and financial burdens for their families after their death.

What’s the Difference Between a Revocable Trust and an Irrevocable Trust?

While both offer benefits, they differ in some key aspects. Here’s everything you need to know.

Should You Prepay Your Funeral?

Everything you need to know about preplanning funerals.

10 Things Baby Boomers Need to Know About Writing a Will

Thinking about our own mortality is never easy, but taking the time to write a will is an important part of planning for the future.

The Ultimate Estate Planning Checklist & Guide

Planning for the future is important at any age. But, for seniors, retirees, and family caregivers, a well-thought estate plan is essential.

estate planning in a ripped piece of paper

Essential Estate Planning Topics You Need to Discuss with Your Aging Parents

Many adult children don’t know much about their elderly parent’s financial situation or end-of-life plans, but they need to.

adult son and father sitting on the couch having a discussion

Everything You Need to Know About Donating Your Body to Science

If you’re looking to help advance medical research, and in the process, eliminate your funeral and burial costs, donating your body to science is a great option to consider.

A Checklist of What to Do When a Loved One Dies

The death of a loved one can bring about a host of different tasks and responsibilities. Here are some things you can do now (and later) that can help keep a sad event from becoming even more difficult.

to-do check list with a cup of coffee sitting by a computer

How to Write an Obituary

Here are some tips and tools to help you write your loved one’s obituary.

How to Get Your Affairs in Order

Organizing your important papers and getting your personal and financial affairs in order is a smart idea and a wonderful gift to your loved ones. Here are some tips to get you started.

How an Incentive Trust Can Influence Your Heirs

If you want to influence your heirs even after you’re gone, an incentive trust is definitely an option to consider, but be careful how you construct it because it can cause unintended, unfair consequences. Here’s how it works, along with some tips to help you create one.

What Are the Most Common Mistakes with Estate Planning?

Avoiding Estate Planning Pitfalls: A Guide to Common Mistakes Estate planning is a critical step towards securing your family’s financial […]

The Coming Retirement Squeeze: Why the Mid-2020s Will Be a Tough Time for Many Retirees

The population is aging, and that’s a problem. The Baby Boomers have triggered massive changes in institutions and the economy as well as significant disruptions in society throughout their lives. Now, most of that generation is in or nearing their retirement years.

Do You Need Life Insurance After You Retire?

While many retirees choose to stop paying their life insurance premiums when they no longer have young families to take care of, there are several reasons you may still want to keep your policy. Here are some different factors to help you decide.