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Transferring Property to Heirs? Skip Top Five Mistakes

Death is inevitable, but dying without an estate plan is not. Estate planning is a must for property owners, no matter how uncomfortable the subject might make you.
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Special Needs Planning for Beneficiaries with Disabilities

When preparing testamentary documents, such as wills and trusts, protecting beneficiaries with disabilities should be a priority.
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Should Life Insurance Be a Part of My Estate Planning?

Life insurance can be the ideal way to protect both yourself and those you care about. However, individual insurance companies can put age-related restrictions on life insurance policies.
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Planning for Aging without Family Caregivers

What are elderly persons who are without children or other family to serve as caregivers supposed to do?
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Checklist Helps Put Affairs in Order

No one ever plans to be sick or disabled. However, planning for the future can make all the difference in an emergency and at the end-of-life. Being prepared and having important documents in a single place can give you peace of mind, help ensure that your wishes are honored and ease the burden on your loved ones.
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Who Gets My Bank Account When I Die?

After you die, several things can happen to your bank account, depending on your account type, how you’ve set up your account before your passing and whether you’ve set up a will or trust.
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Critical Exclusions for Your Will: Items to Avoid Including

Writing a will is not as simple as just slapping together a list of desires. However, there are some things you should not put in your will.
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What Estate Planning Documents Do Your Caregivers Need?

One of the most difficult—and emotional—parts of caregiving can be having discussions about the legal side of aging.
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What If Your Beneficiary Is Missing?

Locating missing heirs after the death of their benefactor can require detective work worthy of Sam Spade.
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What Is Multigenerational Estate Planning?

When multiple generations live on the same property, issues over ownership, who inherits what and who provides what can get complicated fast.
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