Trusts and Estates

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Talking About Death

Submitted by Rick Kahler on Friday, November 20, 2015 - 9:00am

One of the challenges in financial planning is the strong taboo in our society against talking about money. Another powerful taboo is talking about death when someone has a serious illness.

Beware: Estate Plan Errors

Submitted by Lewis J. Walker on Wednesday, November 4, 2015 - 12:00pm

Passing along assets after death is a tricky business – and subject to error. Aside from the complexity, making a will and other plans for heirs requires periodic updates because circumstances change.

Is a Revocable Trust for You?

Submitted by Travis Russell on Wednesday, October 14, 2015 - 12:00pm

You worked hard your whole life to build something to leave to your kids or other heirs. Many different tools exist to help make sure they get the most you can give. One we often recommend to our clients is a revocable trust.

Why Have Life Insurance?

Submitted by Walid Petiri on Friday, October 9, 2015 - 12:00pm

Life insurance is not an easy decision. When is the last time you thought about your policy? Do you have the right kind? The right amount of coverage? Is the coverage at work adequate? Or for some the issue is even: Do they need it at all?

How to Inherit Wisely

Submitted by Kimberly Nguyen on Tuesday, September 22, 2015 - 12:00pm

Inheriting $1 million may sound like a blessing. But most people experience confusion, anger, sadness or some combination of the three, according to the Financial Planning Assoc. If you are a beneficiary grieving the loss of a loved one, here are some simple steps to make sure that the emotional toll does not end up a financial one, as well.

Your Estate Plan: New Laws

Submitted by Joseph A. Clark on Thursday, September 10, 2015 - 12:00pm

Figuring out how to pass assets on to heirs is an integral part of the estate planning process. But it’s not always easy to determine the wisest path, given the many options available as well as changing tax laws.

Bequeathing 401(k)s, IRAs

Submitted by Jason Lina on Thursday, August 27, 2015 - 12:00pm

Think your estate plan is good to go right after you die, setting your heirs up for life? Depends: Many assets in your plan, such as your 401(k) and individual retirement accounts, must designate beneficiaries for any inheritance. Rules for specifying such heirs can be tricky and here are 11 common mistakes.