Estate Planning

Estate Planning

Make Sure Your Power Of Attorney Actually Works

A power of attorney (POA) can be a tremendously valuable tool when a person needs to designate someone to act on…

Beneficiaries

Fund Roth IRAs For Grandkids

You might know that a Roth IRA is a way to grow your nest egg without any future tax payments…

Trusts

Can You Trust Your Trust?

To Protect Your Family, Avoid These 4 Big Traps Whether you are wealthy or not, a well-designed trust can make…

Estate Planning

Make Sure Your Power of Attorney Actually Works

A power of attorney (POA) can be a tremendously valuable tool when a person needs to designate someone to act on…

Executors

Have You Agreed to Be an Executor or Trustee?

Don’t Make These 5 Costly Mistakes Family members and friends who agree to serve as trustees or estate executors often…

Executors

Questions to Ask a Friend or Family Member You Want As Your Executor or Trustee

Here’s what to ask a family member or friend before naming that person executor of your estate or trustee of…

Estate Planning

Questions to Ask When Choosing an Estate Planner

Ask these questions when you interview candidates to be your estate-planning attorney… * What’s your standard estate plan? This is…

Executors

Questions to Ask When You Select a Professional Executor or Trustee

Although most people choose friends or family members to be executors of their estates and trustees of their trusts, some…

Beneficiaries

How to Influence Your Heirs from Beyond the Grave

Do you feel strongly that your granddaughter should attend the same college you did? Or that your wayward son should…

Beneficiaries

The IRS Will Rob Your Heirs Unless You Do This

Don’t make the common mistake of neglecting tax planning for your estate just because it’s unlikely that the estate will…

Wills

How to Make Sure Your Will Doesn’t Backfire

Even a Little Mistake Can Ruin Your Plan Playwright George Bernard Shaw bequeathed a small fortune to anyone who would…

Wills

A Will Only Helps When You’re Dead

Here's How to Protect Your Assets While You're Alive Many people spend lots of time carefully crafting their wills so…

Beneficiaries

How to Leave an IRA to Grandkids

Leaving an IRA to your grandchildren rather than your children could make it more valuable to your family. Heirs who…

Wills

Is There Trouble in Your Will?

Don't Let Your Heirs Lose Out Taxpayers have entered a new era in estate planning. Now that the federal estate…

Estate Taxes

The New Inheritance Rules Are Tricky

Important steps to take now For most people, the federal estate tax became a thing of the past at the…