What Is Estate Planning?
Estate planning is a process to consider alternatives for, to think through, and to set up legally effective arrangements that would meet your specific wishes if something happens to you or those …
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How to Obtain a Death Ceritifcate
When you are helping to wrap up the affairs of the deceased, you will probably need a death certificate to get access to bank accounts, safety deposit boxes and insurance proceeds. It is …
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What Sorts Of Instructions Are Made As Part Of An Estate Plan?
An estate plan consists of one or more documents that set forth instructions. Some documents are used to control health care decisions, others control your property in the event of your incapacity, …
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What rights do I have in planning a funeral?
When a loved one passes away, you may find yourself confused by the many decisions to make in planning a funeral. In this situation, you should know your rights in terms of funeral planning, which will allow you to make the right decisions, even in a time of great emotional stress. Under the Funeral Rule, you can choose only those goods and services that you want or need for …
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What are the differences between annuities, IRAs, and 401(k) plans, and how do they fit into my estate plan?
Annuities, individual retirement accounts (IRAs) and 401(k) plans are all types of investments that can help you plan for retirement, as well as for the inheritance that you wish to leave your children. All of these investment options may provide tax-deferred growth and certain other tax advantages, depending on your situation. Furthermore, all of these options exclude your invested …
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