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Avoid Three Estate Planning Mistakes

Avoid Three Estate Planning Mistakes

Planning for death is like any other transition of life, except this is one we can make easier for our loved ones. Don’t let the process of settling your estate, a process commonly known as probate, get in their way — and cost them more money. After you die, your will...
Will You Avoid These Estate Planning Mistakes?

Will You Avoid These Estate Planning Mistakes?

Will You Avoid These Estate Planning Mistakes? Too many wealthy households commit these common blunders. Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially...
An Executor Checklist

An Executor Checklist

The steps you may need to take to fulfill a major responsibility.If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure of your character. You can approach these...
An Estate Plan Should Not Cause Family Conflict

An Estate Plan Should Not Cause Family Conflict

This article is reprinted by permission from NerdWallet.Creating an estate plan is a gift to the people you leave behind. By expressing your wishes, you’re trying to guide your loved ones at a difficult, emotional time.All too often, though, well-meaning people do...