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Most creditors are understandably keen to recover any money owed to them. That wish won’t just stop because a person who owes them dies. Understanding the laws around this is essential whether you are making your estate plan and worried about leaving debt or dealing...
If you care about protecting the environment, your values don’t have to stop with your lifetime—they can carry on through your estate plan. More and more individuals are choosing to make environmentally conscious decisions when planning their legacy. If you want to...
If you are drafting an estate plan, you may be worried that someone else is going to challenge that plan. You are concerned that this is going to lead to disputes between beneficiaries. For instance, perhaps you have three adult children, and you do not want to have...
A payable on death (POD) account offers a straightforward way to transfer bank assets to designated beneficiaries after the account holder's death. This financial tool allows individuals to maintain complete control of their money during their lifetime while helping...
There are several reasons why people might draft advance health care directives. Often, those facing significant medical challenges establish advance directives to ensure they receive appropriate medical support. Other times, individuals want to clarify their wishes...
Creating your estate plan is one of the most important things you can do to help your loved ones after you pass away. One critical thing to think about is what will make it as easy as possible for your beneficiaries their inheritance. If you opt to leave assets to...
If your parents are advancing through their Golden Years, even if they rarely go online, they likely have a digital presence. Older adults may not be active on social media or own cryptocurrency, but almost all adults living in the U.S. possess digital assets that may...
Many family heirlooms do not have significant financial value. Their worth is more sentimental, tied to the family’s past or cherished memories. For example, a set of dishes used every Christmas could be considered a valuable family heirloom, even though those dishes...
One important thing to remember with estate planning is that, even after initially drafting your plan, you don’t want to neglect it. In some cases, you need to sit down and review the plan to see if updates are necessary. But when should you do it? A good idea is to...
A power of attorney (POA) is a legal document that allows you to grant someone else the authority to make decisions on your behalf. Whether it’s for financial, medical or legal matters, a POA can provide a trusted individual with the power to act in your place when...
