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Estate Planning Archives

Considering inheritance timing with a second marriage

You have a lot to consider when looking at your estate plan as you get married again. A second marriage can complicate that plan, no matter when in life it happens. That's not to say you shouldn't get married, but just that you need to carefully consider what it means and what you can do about it.

Life insurance companies don't care about your will

You decide that it's time to write a will. You have a fair amount of complex assets, but much of your wealth comes from a life insurance policy. You know that it's going to pay out when you pass away, so you write into the will that the money should get split evenly between your three children. It seems easy enough, and you assume that covers it.

3 estate planning documents beyond a will

Your estate planning may start with a will, but you may not necessarily want to let it end there. You have many more options. One of the most common is a trust, which allows you to leave money to the trust -- rather than putting it into your will -- and then letting the trust pay out to your heirs.

Fraud concerns with estate planning

The unfortunate reality is that the elderly often get targeted by scams and victimized by fraud. There are a few reasons for this, one of which is simply that they tend to have the assets and savings that others are seeking. This is especially true when they are considering their estate planning and dividing up their life savings.

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