Estate Planning Checklist to Put Affairs in Order
August 21, 2023
An estate plan can give you peace of mind that things you value will be distributed according to your wishes when you die.
An estate plan can give you peace of mind that things you value will be distributed according to your wishes when you die.
When preparing testamentary documents, such as wills and trusts, protecting beneficiaries with disabilities should be a priority.
Whether you’re counting on Social Security to fund most of your retirement income or supplement it, you want to make sure you get all of the money you’re entitled to.
When you’re in the midst of a divorce, you’re probably not thinking about estate planning or your will. However, if you’re divorcing, you should think about the impact a divorce can have on an estate plan.
Either a will or trust can be the foundation of your estate plan. If it’s a trust, it’s usually a revocable living trust.
There are some significant benefits of creating a living trust.
By understanding the features of a life estate and creating one at the right time, you can reap the following benefits….
You cannot name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.
The MIND diet was linked with reduced dementia risk, an analysis of observational studies concluded, though the researchers called for more investigations in different populations.
Elvis’ estate planning failures certainly adversely affected the life of his daughter, Lisa Marie, and have carried over into issues with her estate.
1601 N. Flamingo Road, Suite 1
Pembroke Pines, FL 33028
1601 N. Flamingo Road, Suite 1
Pembroke Pines, FL 33028