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Estate Planning Articles

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Workbook Provides All-In-One Space for Important Legal, Personal, and Financial Information

If something were to happen to you, does your family know where to find your important documents or know what your final preferences and wishes are?

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Make Sure Your Plan Beneficiary Choices Are Up to Date

Many people periodically update their wills or other estate plans, but don't remember to update who will receive distributions from their retirement plans.

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Can I Give My Kids $14,000 a Year?

If you have it to give, you certainly can, but there may be consequences should you apply for Medicaid long-term care coverage within five years after each gift.

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Hybrid Policies Allow You to Have Your Long-Term Care Insurance Cake and Eat It, Too

An increasingly popular hybrid product combines life insurance with long-term care coverage and offers buyers solutions to a number of problems that have kept people from buying traditional long-term care policies.  

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What to Do With an Inherited IRA

Inheriting an IRA may seem like a good thing, but there can be tax consequences if you aren't careful.

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Understanding Tenancy: The Different Ways to Co-Own Property

When two or more individuals own property -- whether it's a condominium, a home, or a piece of land -- the relationship between the owners is very important.

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Who Gets Access to Your Online Accounts After You Die?

You may have a plan for what to do with your physical belongings after you die, but what about your online accounts?

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How to Make Your Funeral Wishes Known

How can you make sure your funeral and burial wishes will be carried out after you die?

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