Wills

  1. How Advisors Can Assist Clients with Inheritances

    Leaving an inheritance can be complicated and even a burden on the recipient. Here's ...
  2. How to Help Clients Plan for a Special Needs ...

    A special needs child demands extra diligence in planning. Here's a guide to best ...
  3. 3 Secrets You Didn't Know About Estate Planning

    Every advisor and saver needs to know these three estate planning secrets.
  4. Which Estate Transfer Technique is Right for ...

    This article explains the difference between the two estate transfer methods -- ...
  5. Why Your Will Should Name Designated Beneficiaries

    Find out how to make the tough decisions when it comes to choosing who will receive ...
  6. What To Do When You're Left Out Of A Will

    Discover the legal steps you can take if you are left out of a will and if fighting ...
  1. How does the trust maker transfer funds into a revocable trust?

    Learn how revocable living trusts are established, how the trust maker transfers funds into the trust, and the advantages ...
  2. What is the difference between a revocable trust and a living trust?

    Learn how a revocable trust and living trust are two terms used to describe the same thing and what the key provisions are ...
  3. How is maintenance of standard of living for survivors accomplished in estate planning?

    Understand what elements of an estate plan can assist in creating certainty for survivors that allows them to maintain their ...
  4. What happens when a will and a revocable trust conflict?

    Learn why a revocable trust supersedes a will, but only for the assets held in the trust, when there is a conflict between ...
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