What steps can be put into place to ensure an adult child, who makes poor decisions, will be secure...
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Should I Give My Kid the House Now or Leave It to Him in My Will?
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart...
Do Beneficiaries of a Will Get Notified?
In most instances, a will is required to go through probate to prove its validity. Investopedia’s...
What Do I Do If I’m Named Financial Power of Attorney?
Has a loved one named you their financial power of attorney? Are you ready to take on all the...
What are Three Areas of Giving Not to Skip?
How do you plan to pass the gift of your good financial fortune on? Defining your goals and...
Prevent Estate Administration Problems Before They Occur
If your will was signed before 2013 and you have a so-called by-pass estate tax saving trust that...
How the CARES Act has Changed RMDs for 2020
Here is what you need to know about delaying required withdrawals from a retirement account until...
Estate Planning Options to Consider in Uncertain Times
External events that cause reflection are good reminders to update estate planning documents.
What Can I Do to Plan for Incapacity?
As part of your financial and estate planning, you should make arrangements for your care, in case...
How Do I Start My Estate Plan?
Estate planning design and implementation is not only complex but can be highly emotional...