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Archive for Category: Wills

Update All Beneficiaries at the Source, Not in Your Will

Do you have any financial documents with a beneficiary, e.g., a life insurance policy? Maybe you have a retirement fund with a beneficiary who is

Staying in Your Home to Leave it to Your Children

You want your children to have your house after you pass away. However, you do not want to give it to them as a gift

Don’t Let Beneficiary Designations Become Outdated

Don’t assume that your heirs will get an asset just because you leave it to them in your will. In some cases, other types of

If You Worry About Leaving Money to the Kids, Test Them First

Parents know that a big part of their estate planning is simply leaving money to their children. Physical assets do play a role, but many

Can You Disinherit Your Spouse After Divorce?

Your spouse files for divorce. As the process moves forward, you start adjusting your estate plan. You want to cut your spouse — soon to

Your Will Becomes Especially Important When You Have Kids

If you do not have children — maybe you just don’t have them yet, or maybe you don’t plan to have them at all —

Will You Have a Second Home to Leave Your Kids?

People often spend a lot of time trying to figure out how to put the family home into their estate plan. Do they just leave

Talk to Your Heirs About End-of-Life Wishes

What type of end-of-life care do you really want? Now, everyone hopes that they will pass away peacefully, without complications, but that rarely happens. Planning

How Fast Do People Spend An Inheritance?

You spend years building up your wealth. Maybe it takes decades. You put money and assets aside to pass on to your children. But how

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