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Will and Estate Planning Checklist
Nearly everyone has an estate. Chances are, you do as well. Your estate includes nearly everything you own, including your assets, property, financial accounts, vehicles, or life insurance policy. These are items that you will leave behind when you pass on. The...
Asset Distribution: 4 Mistakes to Avoid When Designating Beneficiaries
Designated beneficiaries are people (though can also be a trust or an estate) whose life expectancy is used to calculate particular features of a retirement plan. These plans can include qualified plans, 457(b) plans for state and local government employees, 403(b)...
Searching For Estate Planning Lawyers? These 3 Tips Should Help
Talking and planning about the future can be very intimidating, especially if you're approaching these conversations in a more realistic approach. Sure, daydreaming about future employment and vacation plans can be a lot of fun, but discussing asset distribution,...
Transferring Wealth Through Generations: 3 Great Tips
While most U.S. adults age 18 and over have not prepared their estate or started planning for the transfer of assets, 81% of Americans above the age of 72, as well as 58% of baby boomers (aged between 53 and 71) do have estate planning documents. If you're part of the...
3 Important FAQs About Wills and Asset Distribution
Life can be beautiful, entertaining, and truly amazing. Unfortunately, it can also be quite sad, as death can strike at anytime. These aren't exactly topics people enjoy talking about or even thinking about, but since it is a reality, it's important to at least broach...
Importance of Estate Planning: 3 Reasons People Aren’t Drafting a Will
Ensuring your family's future is extremely important, and though it's a difficult conversation to have, you must talk about asset distribution with your loved ones in the event of something happening to you or your family. Estate planning should be at the top of every...
5 Tips on How to Better Manage Divorce Stress
Divorces can be very draining and exact its toll on your energy, resources, and time. Indeed, not all marriages are designed to last until death do us part. Several things can happen that could warrant the dissolution of your marriage, including infidelity, lack of...
Estate Planning Basics: What’s the Difference Between a Will and a Trust?
Perhaps the best way to begin to explain the difference between a will and a trust is to explain what they have in common. Both wills and trusts are vehicles by which an individual hands over their property to their heirs. The differences are in when they go into...
Estate Planning 101: 5 Issues That Must Be Addressed In Your Will
While a Will of 10 words carved into a bumper was deemed valid (really, this happened in Canada), ideally you should use something a little more substantial to distribute your estate upon your death. Of course your Will should be in writing, but equally important is...
What You Need to Know About Colorado’s Move-Away Law
If you are a single parent thinking about relocating with your child either within Colorado or out of the state entirely, it is very important to know about Colorado's relocation statute or Move-Away Law. Depending upon the current custody arrangement and the distance...
