Does a Beneficiary of an Estate Need to Live in the U.S. to Inherit?
When a person dies without a will, who inherits and receives a distribution of his or her estate assets is governed by the...
Category: Estate Planning
Comprehensive estate planning advice to help protect your assets, legacy, and loved ones.
Trusts: How Does it Work in My Estate Plan and Which Type is Best?
A trust can be a useful tool for passing on assets, allowing them to be held by a responsible trustee for beneficiaries....
In This World Nothing is Certain but Death and Taxes
No one actually enjoys paying taxes, and few of us really want to think about our own death, but both require advance...
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....
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...