Planning Your Estate When You’ve Got No Children or Heirs PUBLISHED WED, MAY 31 2017 7:50 AM EDT Sarah O’Brien@SARAHTGOBRIEN Having no heirs or surviving spouse can make estate-planning decisions more difficult. Appropriately directing assets involves naming beneficiaries on financial accounts…
If You Haven’t Been Regularly Reviewing Your Estate Plan, Start When You Hit 60 March 19th, 2019 How frequently you should review your estate plan depends on how old you are and whether there has been a significant change in…
How Do I Use a Charitable Remainder Trust with a Large IRA? Since the mid-1970s, saving in a tax-deferred employer-sponsored retirement plan has been a great way to save for retirement, while also deferring current income tax. Many workers put…
There Are Now So Many Remarkable Things to Do With Ashes to Honor Your Loved One. There are only a few things for certain in this life, and unfortunately death is one of them. Whether you are going through the…
Trusts, Wills, and Estate Planning: Facts You Should Know BY CARRON ARMSTRONG Updated May 10, 2020 Estate planning conjures images of conniving lawyers and bankers discussing million-dollar trusts for many people, and considering which conditions to place on a bequest…
Is Your Estate Plan Like an Easter Egg Hunt? Every Easter, kids have a blast searching their home, backyard, or church property for small plastic eggs hidden with goodies. This type of scavenger hunt is enjoyable, but it won’t be…
Celebrity Deaths in 2020 -- Six Estate Planning Lessons We Can Learn As estate planners, we are often shocked to learn about wealthy celebrities who pass away without a will or trust. These wealthy celebrities had the financial resources…