Estate Planning Blog Articles

The financial institution is obligated to distribute the CD to the person or entities that otherwise would be entitled to receive it.

In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.

It is critical that parents and grandparents give careful thought to any gift of money or bequest in an estate plan, when the recipient has special needs.

There’s much to plan for in life — college, your wedding, your first child, life insurance — and with more than enough to keep you busy, it’s easy to forget about your will. After all, no one wants to sit around and dwell on their death, but it is perhaps one of the most important decisions you will make in your life.

One of the biggest wealth transfers our nation has ever seen is about to take place. Over the next 25 years, as much as $68 trillion of wealth will be passed to succeeding generations.

Social Security is a huge source of financial stability for retirees, and married couples, in particular, can benefit dramatically from Social Security.

After a loved one passes, one of the biggest hurdles families face is passing wealth onto the next generation. Unfortunately, family dynamics can spur conflict and infighting among descendants.