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Don’t Leave it to Chance: Spell out Executor Fees in Your Will

Don’t Leave it to Chance: Spell out Executor Fees in Your Will

“Even on so-called simple estates, executors typically earn their fees.” A legal battle in New York shows an aspect of estate planning that often doesn’t

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Talk Money and Death with Your Kids

Talk Money and Death with Your Kids

“There’s always a reason not to have the talk.” Money and death top the list of conversational taboos — especially among family — so a

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Don’t Forget to Ask Your Doctor about Dementia

Don’t Forget to Ask Your Doctor about Dementia

“Do you worry that forgetting names, or where you put your keys, might be a sign of impending dementia?” Researchers who reviewed federal government data

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Beneficiary Designations an Important Part of Estate Planning

Beneficiary Designations an Important Part of Estate Planning

“For most people, this beneficiary designation is, in fact, their entire estate plan.” When people think about estate planning, many don’t remember the importance of

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What TV Shows Will You Watch When you Retire?

What TV Shows Will You Watch When you Retire?

“Simply, they’ve spent the past 35 to 40 years saving money, but they haven’t spent much time at all thinking through how they want to

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Are You Going to Leave the Kids an Inheritance?

Are You Going to Leave the Kids an Inheritance?

“The ‘spend it all’ parents might ‘need help putting on the brakes.'” A report by the Hearts & Wallets financial services research firm says that

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Think About What’s Next for Your Business

Think About What’s Next for Your Business

“What Are the Essentials of a Business Succession Plan?” Small business owners will devote much of their time to growing their businesses, but frequently they

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How to Track Down a Missing Will

How to Track Down a Missing Will

“Wills and trusts have been found hidden in rafters and in freezers, to name but a few interesting hiding places.” You know that your mom

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In Your Dreams: Winning Big in the Lottery

In Your Dreams: Winning Big in the Lottery

“Here’s how to make a windfall of cash last a lifetime.” It seems like just about everyone had lotto fever recently, thanks to the first

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What to Do with All of the Time in the New Year?

What to Do with All of the Time in the New Year?

“January 1 brought the gift of 8,760 fresh hours. Protect them, even when juggling caregiver duties.” We’re already into the second month of 2016. On

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Don’t Die Rich? Why?

Don’t Die Rich? Why?

“So by adhering to the “Don’t Die Rich” theory of planning, how do you put your wealth to work?” The Wilmington Business Journal says that

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Does a New Bundle of Joy Mean a New Bundle of Estate Planning?

Does a New Bundle of Joy Mean a New Bundle of Estate Planning?

“Will another baby affect your current will?” If you have a new baby and you already had estate planning documents completed when your first child

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