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Estate Planning

Retirement Accounts

Categorized in:
Trusts, Retirement Accounts

Understand how to fund your living trust by learning why and how to transfer your assets to your revocable living trusts.

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Categorized in:
Trusts, Financial Powers of Attorney, Retirement Accounts, Wills

A basic estate plan is essential for everyone. At a minimum, everyone should have three estate planning items in place: an up-to-date will or trust, a durable power of attorney, and updated beneficiary forms.

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Categorized in:
Medical Directives, Financial Powers of Attorney, Retirement Accounts

Single people face unique estate planning issues that require advanced planning, time, and the help of an experienced professional.

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Categorized in:
Trusts, Retirement Accounts

Almost everyone has some kind of retirement account—whether a 401(k), IRA, or pension—so proper estate planning for these funds is essential.

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Categorized in:
Asset Protection Planning, Trusts, Retirement Accounts

Careful estate planning can ensure that inherited IRAs remain safe from your beneficiary’s creditors. In most cases, establishing a standalone retirement trust will protect your assets without restricting your beneficiary’s access to them.

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Categorized in:
Legacy, Retirement Accounts

The amount you will need to save for retirement depends on many factors including your anticipated lifestyle and how many years you have until retirement.

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Categorized in:
Trusts, Legacy, Medical Directives, Inheritance Planning, Financial Powers of Attorney, Retirement Accounts, Wills, Planning for Minors

A checklist of eight estate planning things you should take care of before you travel.

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Categorized in:
Retirement Accounts

The rules for what can and cannot be done with an inherited IRA can be complicated and confusing. Learn about three options to consider.

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Categorized in:
Trusts, Medical Directives, Financial Powers of Attorney, Retirement Accounts, Wills

Learn about what changes to your estate plan should be completed and considered when planning for your divorce.

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Categorized in:
Trusts, Retirement Accounts

Rules from the FDIC clarify how you can ensure maximum FDIC insurance coverage. You may need to modify your planning to take advantage.

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