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Estate Planning Articles

What Happens If You Die Without a Will?

We all know we are supposed to do estate planning, but not all of us get around to it.

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Understanding the Tax Consequences of Inheriting a Roth IRA

Passing down a Roth IRA can seem like a good idea, but it doesn't always make the most sense.

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Online Legal Documents Company Sued Over Flawed Estate Plan

LegalZoom, one of the most prominent sellers of do-it-yourself wills and other estate planning documents, is the target of a class...

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Be Aware of the Dangers of Joint Accounts

While joint accounts can be useful in certain circumstances, they can have dire consequences if not used properly...

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Four Steps to Take Right After an Alzheimer's Diagnosis

If you or a loved one has been diagnosed with Alzheimer's disease, it is important to start planning immediately.

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A Letter of Instruction Can Spare Your Heirs Great Stress

While it is important to have an updated estate plan, there is a lot of information that your heirs should know that doesn't ...

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What Is a Fiduciary and What Are the Obligations?

When you need someone else to care for money or property on your behalf, that person (or organization) is called a fiduciary. 

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Do You Have the Right Fiduciary?

When creating an estate plan, an important decision is who to name as your fiduciary...

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