Estate planning is putting your affairs in order so that your loved ones are taken care of if you die or are incapacitated. A will is an essential piece of the plan. So are lists of your assets and obligations, with details of all open accounts. Make sure you record your beneficiaries o...
Estate Planning: 16 Things To Do Before You DieInvestopediaInvestopedia
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Get copies of important documents such as the will, a letter of intent, and anypowers of attorney. It may be helpful to consult anestate-planning checklistto make sure you have everything you need. 4. Duties After the Testator Dies The real work starts when the testator passes away. The ...
You are in good health, feel great, and are just starting (or thinking about starting) your retirement years. Why make estate planning a priority? There’s plenty of time, right? Wrong. Anything can happen to anyone at any time, and unless you make certain decisions beforehand, upon your...
3. Don’t Wait Until You Have it All Figured Out Before You Seek Advice– Whether you’re forming a new business, selling your business, contemplating your estate planning, ready to retire, or breaking out in a rash – don’t try to figure it all out yourself before you see the expert...
They also had lifeguards who were actually doing their jobs and watching the water occasionally whistling if needed. You’re not allowed playing /footballs in the water.A man from across the road I think from sandles hotel comes and asks if you would like any food. We...
scratch a little further and there are both subtle and major differences in the two. Although both offer instructions on how your family should deal with your estate after you’re gone, estate planning goes that extra mile further and outlines, in detail, plans for your property, finances and...
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“The worst thing to do would be to cash out the plan, put it in your account, and then go see an advisor and say, ‘Now what?’” says Natalie Choate, a retired estate planning lawyer and author of the book “Life and Death Planning for Retirement Benefits.” ...