Understanding Beneficiary Designations and Your IRAs
If you're like most people, you opened that IRA many years ago. You may not have any idea who you named as your beneficiary....
Category: Estate Planning
Comprehensive estate planning advice to help protect your assets, legacy, and loved ones.
Dark Side of Medicaid Means You Need Estate Planning
A woman in Massachusetts, age 62, is living in her family's home on borrowed time. Her late father did all the right things:...
Your Spouse Just Died … Now What? Tips for the Surviving Spouse
In many relationships, it's common for one spouse to play money manager and the other to take a more passive role. This,...
What Can I Do with Unspent Money in a 529 Plan?
Los Altos Online's recent article, "How to use up leftover money in a 529 college savings plan," says there several ways to...
Estate Planning: What’s Best for You, a Will or a Trust?
That may be an idealistic portrayal, but there is some truth to it. It is no longer unusual for families to engage in estate...
What’s the Difference Between a Quitclaim and a Warranty Deed?
When you buy, sell, or transfer ownership of a property to another, you need to be aware of what type of deed a property...
What are Some Estate Planning Tips for People Without Kids?
If you and your spouse don't have children, you still need to think about estate planning, as the focus of your financial...
How Joint Tenancy Creates Estate and Tax Problems for Seniors
As parents age, families sometimes struggle with how to best keep their parents' financial affairs in order. One common...
How Does a Probate Proceeding Work?
A Will, also known as Last Will and Testament, is a legal document that is used in probate court, if a person dies with...
Why is Estate Planning So Important to Black Americans?
End-of-life planning or estate planning is something the black American community should tie into discussions with...