An unfunded trust will undermine your estate planning. Your estate planning goals included avoiding probate. You also desired to simplify asset management should you become
Charles Schulz is still generating income in death. Growing up, I loved the Peanuts comics and television specials. I still do. As an adult, seeing
An estate planning checklist can keep you accountable and organized. When it comes to estate planning, creating and reviewing your plan is a significant step.
Neither your last will nor your revocable trust supersedes your beneficiary forms. Do you have a retirement account? If yes, you have likely seen a
A letter of last instruction can provide clarity to loved ones. Creating an estate plan is the most important step you can take to protect
Claiming Social Security can feel like a balancing act. For many, Social Security is a key consideration for retirement. Even so, the benefits will not
Everyone needs to plan for retirement. Retirement may be couple of years away or a couples of decades away. Either way, it is coming. You
Do-it-yourself estate planning can leave an ugly mess. There are people who prefer to tackle projects on their own. For some, this is born from
Retirees should prioritize getting necessary documents for estate planning. If you are an adult, you should have an estate plan. You never know when you
Living safely at home may be possible for many seniors. Aging comes with an increase in ailments. As people get older, their bodies decline cognitively
Copyright © IMS. All rights reserved. You may reproduce materials available at this site for your own personal use and for non-commercial distribution. All copies must include this copyright statement. Some artwork provided under license agreement.