Estate Planning

Guide

Beneficiary Designations 101

What you need to Know so Relatives Inherit what you want them to Have

You've kept your will updated regularly to make sure your assets are distributed according to your wishes upon death. Have you done the same...

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Investing & Retiring Estate Planning IRA

Guide

Double-Check Your Beneficiaries

It's Easy to Keep Your Estate Planning Up-To-Date

What happens to your financial accounts when you pass away? They will be passed along to the beneficiary or beneficiaries designated for tha...

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Estate Planning Investing & Retiring

Guide

How To Find Free Money Online

Is Your Cash Waiting For You to Claim It?

Life can get hectic fast and people can easily allow certain tasks to fall through the cracks. Unfortunately, sometimes we never remember to...

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Banking Estate Planning Life Insurance Investing & Retiring

Q&A

Asked by Martha

If I set up a Living Trust, can I still transfer property in and out of the trust?

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Answers 1

Answered by Prateek Mehrotra
Financial Adviser in Appleton, WI

Martha, The answer to your question is Yes. Most of us make more than one will during our lifetimes; circumstances change, and our estate planning needs to chan...

Estate Planning Financial Planning Investing & Retiring Trusts

Q&A

Asked by Edna

Should I have an incapacity plan? What does that entail?

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Answers 2

Answered by Alex Bentley PRO+
Financial Adviser in Pacific Palisades, CA

Absolutely. You need to think about what would happen if you cannot make decisions for yourself. Go to a good estate planning attorney and get a living will, power o...

Estate Planning Investing & Retiring

Guide

How To Give Your Kids Your House

Pros and Cons of Making Junior Your Landlord

You've decided to pass your home on to your children, but you haven't settled on the best method to transfer ownership. You are also questio...

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Mortgage Refinance Borrowing Estate Planning Investing & Retiring

Guide

Power Of Attorney 101

What you need to Know About this Powerful Financial Tool

Perhaps you've heard the phrase "Power of Attorney" on a TV lawyer show, or even from a real lawyer. Ever wonder what it means? What ...

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Estate Planning Investing & Retiring

Q&A

Asked by Edna

How can I put together a Last Will & Testament and is it necessary?

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Answers 2

Answered by David Schlossberg
RFC, AIF, C(k)P in East Dundee, IL

Everybody has a last will - the choice though is do you want to draft it now, or do you want the probate court to draft it for you. You can dictate the direction of yo...

Estate Planning Investing & Retiring

Q&A

Asked by Kathleen

Is an annuity with death benefits for children a good idea or an expensive way to pass money?

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Answers 2

Answered by Winnie Sun PRO+
Financial Adviser in Irvine, CA

This is an excellent question. Annuities may/may not be an ideal situation for you, but I think it would be in your best interest to compare and understand all your op...

Estate Planning Investing & Retiring Retirement Annuities

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