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Category Archives: Financial Planning
Are You Done When You Are Done?
So you have been to visit your estate planning attorney and have signed your wills and other documents. You’ve received the originals from your attorney and placed them in your special place for safekeeping. You’re done, right? Maybe not so … Continue reading
Posted in Advance Directives, Beneficiary designation, digital assets, Estate Planning, Financial Planning, life insurance, Organ Donation, Trusts, Wills
Tagged bank account, beneficiary, digital assets, estate planning, financial advisor, life insurance, trusts, wills
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Your Inheritance – Are You Ready?
Inheriting wealth can be a burden and a blessing. Even if you think a family member may remember you in their will, there are many aspects of receiving an inheritance that you may not have considered. Here are some things … Continue reading
Posted in digital assets, Estate Planning, Estate Tax, Financial Planning, Gift Tax, Income Tax, Probate, Tax, Trusts, Wills
Tagged bank account, beneficiary, estate planning, financial advisor, inheritance, life insurance, trusts, wills
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Seven Reasons Why Everyone Should Have a Will
Estate planning is a broad concept that can incorporate tax planning, financial and retirement planning, planning for disability and planning for death. As this suggests you should not only consult an attorney as part of your estate planning, but you … Continue reading
Posted in Advance Directives, Beneficiary designation, Divorce, Estate administration, Estate Planning, Financial Planning, HIPAA, Power of Attorney, Uncategorized, Wills
Tagged agent, beneficiary, community property, death, estate planning, executor, Medical Power of Attorney, trust, will
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Do You Have a Hidden Will?
Will beneficiaries are sometimes surprised to discover that although their deceased loved one had great wealth and although the beneficiaries were properly named in the decedent’s Will, they will receive nothing because of a “HIDDEN WILL.” (And by the way, … Continue reading
Posted in Beneficiary designation, Estate Planning, Financial Planning, life insurance, Probate, Wills
Tagged bank account, beneficiary, estate planning, IRA, life insurance, probate, trusts, wills
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Estate planning? How to make the most of your money
The Dallas Morning News published the following article in its Seniors section several years ago. I thought it was good and worth reprinting here. (ARA) – When it comes to financial planning, making smart investments and planning for the future … Continue reading
Posted in Estate Planning, Financial Planning, Trusts, Wills
Tagged estate, estate planning, financial advisor, life insurance, trust, wills
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