Estate Planning

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  1. Don't Count On An Inheritance

    If you're fortunate enough to receive an inheritance at all, it might not be nearly as large as you expect.
  2. The Top 4 Richest Pets

    A cat received $13 million dollars when her owner died, but she isn't the richest pet in the world.
  3. Helping Aging Parents Manage Their Money

    Old age can make dealing with finances difficult. Find out how you can help aging parents manage their finances and estates. ...
  4. Bare Trust

    A basic trust in which the beneficiary has the absolute right to the capital and assets within the trust, as well as the ...
  5. Uniform Simultaneous Death Act

    A law used to determine the inheritance when more than one death occurs at the same time. The Uniform Simultaneous Death ...
  6. Ensuring That Your Trust Is Trustworthy

    There are many cases of trusts being mismanaged, so find out how to make sure yours is on the right track.
  7. 7 Reasons To Review Or Revise Your Will

    Drafting a will and locking it away for good could negatively affect your beneficiaries.
  8. Uninsurable Risk

    A hazard or condition that has either a high likelihood of loss, or in which the insurance would be considered against the ...
  9. 4 Things To Consider Before Becoming An Estate Executor

    Executing a will takes more work than you might think. Make sure you are up to the task before agreeing to be an executor. ...
  10. How To Choose The Right Executor For Your Estate

    Making a careful choice now can save your heirs from a lot of problems later.
  11. Estate Planning: 16 Things To Do Before You Die

    Find out what you need to prepare to avoid serious estate planning mistakes.
  12. Why You Should Draft A Will

    Don't trust the courts to follow your wishes - plan the distribution of your own assets.
  13. 10 Last-Minute Retirement Tips

    The months leading up to your retirement can be the most crucial in terms of planning. We provide a to-do list.
  14. Encouraging Good Habits With An Incentive Trust

    Money can be a powerful motivator - why not use it to teach your heirs positive lessons?
  15. How To Parent Your Aging Parents

    For sandwich generation, planning ahead is key to good elder care.
  16. Grantor Trust Rules

    Guidelines that state a trust is considered to be a grantor trust if the grantor has a reversionary interest greater than ...
  17. Why would you want a monthly benefit versus a daily benefit?

    An insurance benefit is the amount of money paid to or on behalf of the policyholder. Depending on what kind of insurance ...
  18. If my spouse passes away, will I have to sell my home to meet creditor obligations?

    There are laws that can protect, to a certain extent, the value of a home from property taxes and creditors following the ...
  19. What documents should I have ready in case my partner or I should die?

    Estate planning is one of those topics that most people avoid dealing with until they're forced to. Because of this, many ...
  20. 3 Things To Get In Order Before You Die

    In the aftermath of the Jackson death, it has become evident that you need to make your wishes known.
  21. Skipping-Out on Probate Costs

    Don't let bad estate planning lead to unnecessary costs and stress for your inheritors.
  22. Your Will: Why You Need A Power Of Attorney And Beneficiaries

    What would happen if you were suddenly unable to manage your financial affairs? Preparation is the best protection.
  23. Get A Step Up With Credit Shelter Trusts

    Don't let unexpected taxes eat away at your inheritance or burden your heirs.
  24. Leaving Inheritance To Children Easier Said Than Done

    Consider your own retirement needs when deciding whether to leave an inheritance.
  25. Should You Put Your Faith In A Trust?

    Many institutions want a piece of your portfolio, but trusts can provide a one-stop shop.
  26. What should I consider when I select an executor for my will?

    The executor of a will is the person designated with the task of administering the will's instructions. The responsibilities ...
  27. Estate

    A person's estate is everything comprising the net worth of an individual, including all land, possessions and other assets.
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Hot Definitions
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