Advanced Directives
Should Inherited Money Be Equally Split Between Family Members
When you’re planning to divide your estate unequally, explain the reasons to your heirs, and remember: They might be hurt anyway.
April 2, 2021
Advanced Directives
When Does a Power of Attorney Fail to Do Its Job?
Every estate plan should have a power of attorney, in which you give one or more people authority to act as agents on your behalf when you aren’t able to.
March 11, 2021
Advanced Directives
How Do I Disinherit a Child?
When these types of situations arise, there are many steps you can take to avoid your will from being contested by individuals who believe they are entitled to receive your assets.
March 10, 2021
Advanced Directives
What Is a Conservatorship?
When an individual cannot make important decisions for himself or herself, a judge appoints someone called the conservator or guardian to make decisions. The conservator has the legal backing of the court in all decisions, including finances, medical and personal care.
March 4, 2021
Advanced Directives
Every Adults Needs a Will and a Health Care Power of Attorney
A serious illness can happen at any age, but just 18% of those 55 and older have a living will, power of attorney for health care and a last will and testament, according to a 2019 study by Merrill Lynch Wealth Management. AZ Central’s recent article entitled “What to know about wills and health care…
March 3, 2021
Advanced Directives
Divorce, Death and Details: Missteps can Create Estate Planning Disasters
After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.
March 1, 2021
Advanced Directives
Am I Named in a Will? How Would I Know?
How can we see if there was a will and if it’s worth pursuing?
February 26, 2021
Advanced Directives
Your Estate Planning Checklist for 2021
Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
February 12, 2021
Advanced Directives
Why Does a Person Need a Living Will?
Unfortunately, only about a third of U.S. adults had an advance directive in recent years, according to one research analysis.
February 11, 2021
Advanced Directives
What Estate Planning Documents Should I Have when I Retire?
Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.
February 10, 2021