Estate Planning Blog Articles

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.

Even those with thorough estate plans might have neglected to discuss details with potential heirs.

My friend prepared his will and specified that his house would go to his girlfriend. She had contributed money to the upkeep, while they were together.

The COVID-19 pandemic has made 2020 a nightmare for many people, and inadequate estate planning can exacerbate the pain.

Done right by a lawyer, your heirs can avoid the expense and time of probating your will and may save on estate taxes, while easing the administration of your affairs while alive and after you have gone.

If you pass away without a will, a state court generally decides who gets your assets and, if you have children, who will care for them.

Social Security can be a confusing topic but considering that 88% of workers expect to depend on their benefits at least somewhat in retirement, according to a survey from Gallup, it's important to understand as much as possible to maximize your monthly checks.

In a nutshell, an estate plan encompasses the accumulation, conservation and distribution of an estate. Done well, it will enhance and maintain the financial security of the next generation.