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 …
more
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 …
more
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, …
more
What are the potential pitfalls of annuities?
Although annuities have their advantages, in terms of tax-deferred growth and an unlimited contribution levels, annuities also have a number of pitfalls that you must be aware of before you opt to purchase an annuity. If you rely on annuities as an estate or retirement planning tool, you may encounter limited investment opportunities, high costs and fees, an uncertain death benefit, and …
more
When to Update Your Will
A will is an important estate planning document that describes how your property should be distributed after you pass away. Most people put a lot of thought into creating their will. They consider providing for their family, naming guardians for their children and supporting various charities, for example. They properly execute their wills and make sure that they are put in safe …
more