“A letter of last instruction is a document that outlines funeral planning processes and arrangements. A letter of last instruction should not be confused with a will or testament, which is a legal document that expresses an individual’s wishes on how and to whom their estate should be transferred after... Continue reading

“Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.” Continue reading

“You may have spent part of the pandemic updating your estate plan and getting your financial house in order. However, did you ever stop to think about whether your adult child needs a will?” Continue reading

“The ongoing coronavirus pandemic has pushed many people to make long-delayed decisions about estate planning. Many people will try the do-it-yourself route via various websites or books. Internet DIY websites make it easy to download forms, but there are mistakes people make when they try do-it-yourself estate planning.” Continue reading

“Is there a person on the planet who doesn't love the Peanuts characters? Snoopy, Charlie Brown, Lucy, Pigpen, Schroeder, and the gang are the iconic creations of Charles Schulz. In fact, it is still so popular that they earned Schulz's estate $32.5 million over the last year, two decades since his death due to cancer.” Continue reading

“Creating a will is one of the most basic elements of estate planning. There are different types of wills you can choose from, including a simple will.” Continue reading

“A last will and testament is the foundation of an estate plan, which lets you plan for your estate after you’re gone. However, there are certain things that you might not want to put in your will.” Continue reading

“There are several myths about how estates must be distributed that can lead to lots of worry about what will happen to a “wild child” in the future and stress about family dynamics.” Continue reading

“Debts, just like assets, are considered part of a person’s estate. When that person passes away, their estate is responsible for paying any and all remaining debts. The money to pay those debts comes from the asset side of the estate.” Continue reading

“Roald Dahl has written dozens of childhood classics, from the newly remade The Witches, to The BFG and Charlie and the Chocolate Factory. Roald is now the subject of a new drama on Sky titled Roald & Beatrix: The Tail of The Curious Mouse, which imagines the authors meeting.” Continue reading

“Revocable trusts are a very popular and effective estate-planning tool. However, the trust will be ineffective, if you do not actually place your assets in the trust.” Continue reading

“Powers of attorney come in different forms, each suited for a specific purpose. They serve as useful tools in any estate-planning effort.” Continue reading

“Robert Redford officially bought what was once the Timp Haven Resort (now known as the Sundance Mountain Resort) in 1969. This year, he's stepped away, selling the resort to Broadreach Capital Partners and Cedar Capital Partners. While we don't know how much the resort was sold for, the structure of the sale shows how this iconic real estate investor has built a successful exit strategy.” Continue reading

“Lack of understanding around estate planning may be leading Americans to avoid getting a will, even as interest is on the rise due to the global pandemic, according to a new survey from financial services leader Policygenius.” Continue reading

“A growing number of seniors are facing challenges to achieving financial security in retirement. From rising healthcare costs to the economic turmoil caused by Covid-19, financial stressors are leading even those who thought they saved enough for retirement to look for ways to bolster their income and savings.” Continue reading

“Creating a will is one of the most basic elements of estate planning. There are different types of wills you can choose from, including a simple will.” Continue reading

“As a business person you may have seen the term "durable power of attorney" in several situations. Power of attorney is a strange term because it's not immediately clear what powers an attorney for the business may have.” Continue reading

“Changes in tax laws could be affecting—and outdating—your will and bequeathing plans.” Continue reading

“An essential part of estate planning is selecting someone to represent you after your death in the management of your estate. This personal representative is also known as an executor, or executrix, if you choose a woman as your personal representative.” Continue reading

There’s nothing like a once-in-a-lifetime global pandemic to focus one’s thinking. 2020 has been one for the books. Continue reading

“The COVID-19 pandemic has made 2020 a nightmare for many people, and inadequate estate planning can exacerbate the pain.” Having a valid will and a complete estate plan is important for everyone, but it’s crucial as you approach retirement. Richmond Times-Dispatch’s recent article entitled “Estate planning during the pandemic” says... Continue reading

“In a massive turn of events, the Denver Broncos may finally get a resolution to the fiasco that is the team’s ownership situation; only it may not come in the way that it was originally planned.” Continue reading

“Advisors were likely powerless to push for an $800 million estate plan, as Zappos founder started to drift into unhealthy habits. The family now has to sort it out.” Continue reading

“A living trust is an estate planning legal document that contains your instructions and authorization for what you want to happen to your assets, when you become disabled or pass away.” Continue reading

“With the prospect of a Biden administration potentially raising tax rates and cutting estate tax exclusion amounts in half, some well-off taxpayers may be looking for a way to ease their burden, even while contributing to their favorite charities. A donor-advised fund may well be that opportunity.” Continue reading