According to the American College of Trust and Estate Counsel (ACTEC), a beneficiary deed, also referred to as a transfer on death (TOD) deed, is a unique type of…
Although it may be one of the most important legal documents a person can prepare, less than half of all American adults have a Last Will and Testament…
When setting up an individual retirement account (IRA), it is essential to have robust estate plans in place, as IRAs are not passed down to one’s family through…
Planning for retirement is one of the most important financial decisions you will make in your life. Fortunately, you can prepare for several retirement saving milestones to help…
When someone takes out life insurance to ensure their children and family will be cared for, it is essential to understand all the complexities and nuances to determine…
When someone passes away, settling that person’s estate can be complicated and overwhelming for loved ones. The executor of an estate will need to know how to obtain…
A person who would like their estate to go to their children without difficulty after they pass may be uncertain about the best way to accomplish this goal.…
An executor of a Last Will and Testament (will) or administrator of a deceased person’s estate has substantial responsibilities regarding the probate process. This person is tasked with…
Estate planning involves many different documents, including a Last Will and Testament (wills), Trust, Durable Power of Attorney and Advanced Health Care Directive. Many people may benefit from…
Establishing an individual retirement account (IRA) trust is an effective way to pass your assets on to your family and beneficiaries. However, you must designate beneficiaries when you…
Undue influence can occur in any situation that involves a contract when one party (the wrongdoer) uses means of extreme persuasion to pressure another party (the victim) into…
