Can I Disinherit My Spouse From My 401(k)?
If your husband or wife survives you, and you have funds in a 401(k), can you disinherit him or her... Read More
Estate Planning Estate Planning
Autobiography as Legacy
Most of us, at one point or another, have thought, “I could write a book…” And the truth is, we... Read More
Estate Planning Are You Missing These Asset Protection Opportunities?
Estate planning involves a number of strategies for protecting yourself and your loved ones. Have you taken advantage of these... Read More
Estate Planning, Incapacity Planning, Wills and Trusts Another Reason For a Carefully Planned Estate
How do you think your children will spend their inheritances? Recently, I read about a mother in England who left... Read More
Estate Planning The Lists You Need to Make
Not too long ago, a blog post caught my attention. It’s entitled Estate Planning So Your Executor Doesn’t Desecrate Your... Read More
Estate Planning, Wills and Trusts Still Getting Junk Mail for a Deceased Spouse? Here’s What to Do
Junk mail – when it’s addressed to you, it’s merely an annoying waste of paper. However, it can be incredibly... Read More
Estate Planning Three Things Your Pet Caregiver Needs to Know
As a pet owner, including your pet in your estate plans likely means creating a pet trust. With this estate... Read More
Estate Planning, Wills and Trusts Does the Person I Name as My Children’s Guardian Also Have to Control Their Inheritances?
Parents with young children have quite a few difficult decisions to make when it comes to estate planning. Not only... Read More
Estate Planning, Parents w/ Young Children, Wills and Trusts Does Moving Mean You Need a New Will?
There are certain life events that call for a review of your will, and moving to a new state is... Read More
Estate Planning, Wills and Trusts The Funeral Rule: What is It?
Someone close to you has just passed away. It’s up to you to plan the funeral, and along with the... Read More
Estate Planning Where Will You Be Buried?
Who gets to decide where a deceased person is buried? This is a question highlighted in a recent Florida Times-Union... Read More
Estate Planning Are Withdrawals From an Inherited 401(k)Taxable?
When you leave your 401(k) to a designated beneficiary, the money that beneficiary withdraws from your plan is counted as... Read More
Estate Planning, Retirement Planning