"When you create an irrevocable trust you are creating a document you cannot change easily, and the property you transfer to the trust is no longer in your control," Daniel Timins writes in Kiplingercom. There are only three possible reasons anyone would part with...
Directives
Estate Planning for Nearlyweds
Couples who are not married need to protect their decisions when it comes to both healthcare and money decisions.
A Not-To-Be-Overlooked Healthcare Planning Ploy
Health Savings Accounts can prove very important in estate planning.
Post-Thanksgiving Holiday, Adult Children Step Up to Plate
The Thanksgiving holiday is often a chance for adult children to notice signs of cognitive decline in their parents.
Inviting Your Estate Planning Attorney to Criticize Your Thinking
Different generations can have different approaches when it comes to estate planning, and it’s important to invite your advisors to critique your planning to be sure all aspects are covered.
The Do-It-Yourself Items on the Estate Planning Task List
There are many aspects of the estate planning prospects that can be handled only by you.
Estate Planning Inside the Sandwich
Sandwich generation issues have become an important part of estate planning.. Here is a variety of helpful suggestions….
Tell ‘Em in Writing What You Told ‘Em
A letter of instruction to family members lets them know your preferences for how you want funeral arrangements handled.
World Kindness Day – a Reminder of the Kindest Thing of All
World Kindness Day reminds us that having an estate plan is one of the greatest kindnesses you can perform for loved ones.
Don’t Bequeath a Device Without Operating Instructions
Adult children need to be included in discussions of your estate plan, if for no other reason than that. each needs to be willing and able to perform the duties assigned, and the location of your documents.