Decisions to Make for Your Power of Attorney
A power of attorney may seem like a simple document, but there are several important decisions that need to be made when creating one. From whom to
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The 6 Biggest Estate Planning Mistakes
If you’re like most people, you have the best of intentions regarding how you want your estate distributed when you die or your affairs handled
How to Protect an IRA From Heirs’ Creditors
When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets that is beyond the reach of creditors, but what about
6 Things to Ask Before Agreeing to Be a Trustee
Being asked to serve as the trustee of the trust of a family member is a great honor. It means that the family member trusts
Be Careful Not to Name Minors as Your Beneficiaries
Most people want to pass their assets to their children or grandchildren, but naming a minor as a beneficiary can have unintended consequences. It is
9 (Potential) Problems with Your Trust
All trusts should be reviewed every few years to make sure that they are up-to-date with the law and meet your current goals. Following is
How to Make Changes to Your Will
As life circumstances change (births, marriages, divorces, and deaths), it may become necessary to make changes to your will. If an estate plan is not
You Can Stretch the Gift Tax Limit by Paying for Education or Health Care
If you want to make a gift to family members but have exceeded the annual gifting limit, there is another way. Payments for a family
The Durable Power of Attorney: Your Most Important Estate Planning Document
For most people, the durable power of attorney is the most important estate planning instrument available — even more useful than a will. A power