Estate Planning Blog

However, if you are retired and no longer generating employment income, you should make sure you weigh the financial implications of any potential move.

Most people should have a will, but it’s rarely the most significant estate planning document an individual holds.

For young professionals finding their way in the world and just beginning the journey of building wealth, death can seem like a far-off abstraction. However, the cold reality is that no one ever knows what’s around the corner — health problems and freak accidents can happen at virtually any time.

Part of being a responsible homeowner is having a proper estate plan in place. After all, considering the home is generally the largest asset most people own, it’s prudent to ensure this asset is passed to the people you wish to leave it to.

Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.

Who needs long-term care insurance … and who might be able to do without it?

The death of a family member or loved one is a tragic experience for many. While grieving, it is especially stressful because of the funeral planning and estate planning the immediate family will have to take care of.

Creating a will is important for all adults, but particularly those who have dependents—including adult dependents. Adding a trust to your estate plan can provide even more guidance.

If you have a mortgage, you might worry about what that means for your heirs and loved ones. Will they be able to keep your home, and who will be responsible for paying for it?