Once you make an estate plan, you might file it away and forget about it. Yet failing to update it will create problems for your family when you die. You need to revisit it regularly and make changes when needed. Reasons to update your estate plan Here are some of the...
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Estate Planning
How to fund a living trust
Living trusts have many advantages. Yet, many people inadvertently render them pointless by forgetting to fund them. What are the advantages of a living trust? Living trusts are also known as a revocable trust because you retain the right to make changes or revoke the...
3 ways to help your children manage an inheritance
Many wealthy people give most of their fortune away to avoid the chance that it harms their children. However much you leave your children, you need to prepare them for it. Not everyone knows how to handle a significant inheritance Think back to when you were 20 years...
What to do with family heirlooms when you die
When making your estate plan, one of the things you might forget to include is family heirlooms. Whether these have considerable financial value or purely sentimental value, making plans is vital. Your family may not value things in the same way you do Tastes change...