WILL BABY BOOMERS HAVE ANYTHING LEFT TO PASS DOWN? Written By: The American Academy of Estate Planning Attorneys The Baby Boomer generation – the largest generation in American history to date – is heading into retirement, but are they prepared?…
WHAT HAPPENS WHEN SOMEONE DIES WITHOUT A WILL? A Will gives Seniors Peace of Mind If your older adult wants to be sure that their assets and property will be given to certain people or organizations after they pass away,…
The Role of a Successor Trustee After the Trust Creator Dies BY JULIE GARBER REVIEWED BY TOBY WALTERS Updated July 04, 2020 The Role of a Successor Trustee After the Trust Creator Dies. When you set up your revocable living…
Estate Planning Documents to Update When Getting a Divorce BY PATTI SPENCER REVIEWED BY MARGUERITA CHENG Updated April 27, 2021 Estate Planning Documents to Update When Getting a Divorce. If you are considering divorce or beginning the process of getting…
Revocable vs. Irrevocable Living Trusts The goals behind your trust will help you choose the type BY JULIE GARBER REVIEWED BY EBONY J. HOWARD Updated June 14, 2021 Trusts come in all shapes and sizes, and many are formed with…
Estate Planning For Special Needs Family Members Estate Planning For Special Needs Family Members. Without proper planning, leaving an inheritance or making a gift to a disabled family member can cause the disabled person to lose their means-based government benefits,…
Power of Attorney What Are My Rights As a Power of Attorney. An important part of lifetime planning is the power of attorney. A power of attorney is accepted in all states, but the rules and requirements differ from state…
What Exactly Does it Mean to Fund a Trust? BY JULIE GARBER REVIEWED BY EBONY J. HOWARD Updated March 15, 2021 Funding a trust is the process of transferring your assets to the ownership of your trust. Once ownership is…
Bequeathing And Inheriting Guns: What To Do With Firearms When Someone Dies Bequeathing And Inheriting Guns: What To Do With Firearms When Someone Dies. Map out a smooth transition because it can get complicated.When you die, your assets go to…
7 Tips for Choosing the Right Executor What traits make for a good executor, and who by default is unable to serve? by: Daniel A. Timins, Esq., CFP® August 8, 2017 Choosing the Right Executor. It’s an important question: Who can…