Trust Basics for Retirees by Andrea Norris-McKnight Should a trust be part of your financial planning? We get information from an expert on trust basics for retirees looking for options in their own estate planning. As you begin exploring ideas for saved income,...
How To Choose an Executor for Your Estate by Gary Foreman Choosing an executor for your estate is an important decision that affects your family and loved ones, so you want to choose well. Here are some things you should consider before naming an executor....
5 Steps to Overcoming Estate Planning Procrastination by Rick Kahler If you are over 50, it’s time to stop dragging your feet and start making estate planning decisions. Here are five steps to overcoming estate planning procrastination to get you started. One of...
Common Estate Planning Mistakes and How To Avoid Them by Gary Foreman Don’t make an estate planning mistake that can’t be corrected. We explore common estate planning mistakes so you can take steps to avoid them. Some things need to be done right the first...
What Is a Power of Attorney and Do You Need One? by Gary Foreman In recent years, some institutions have stopped accepting a valid power of attorney. We talk with a lawyer about this important legal document and how to avoid problems using one. It happens every day....
Should You DIY Your Own Estate Plan? by Andrea Norris-McKnight Some DIY projects save money. Others don’t. And still others can cost you – a lot. So is do-it-yourself estate planning a good idea? And what things do you need to consider if you choose to go...
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