Estate Planning Education Archives - Page 24 of 26

5 Common Life Events That Could Have a Major Impact on Your Estate Plan

by Deliberato Law Center | May 15, 2019 | Estate Planning Education, Uncategorized

If you’re reading this, chances are that you have an estate plan. Great! Most Americans haven’t devised a will or planned their estate at all, so congratulations for being prepared! However, having a plan is just the first step in proactive asset management. Regular...

For Those Who Are Remarried (With or Without Stepchildren), Some Estate Planning Considerations

by Deliberato Law Center | May 4, 2019 | Estate Planning Education, Uncategorized

If you’ve been pondering how to best organize your estate, you know that there is a lot to think about. Beyond designing a will, you ought to consider setting up a living trust, filing power-of-attorney documents, organizing bond or stock certificates, and researching...

Planning is Preparing: Three Pitfalls Facing Effective Estate Planning

by Deliberato Law Center | Apr 18, 2019 | Estate Planning Education, Uncategorized

There’s a saying that failing to prepare is preparing to fail. For the wonder-eyed among us this might seem like an uptight approach to life, but in the realm of estate planning, it is sound advice. Establishing an estate plan is merely a first step; preparing for the...

DIY Wills: Not Worth the Gamble

by Deliberato Law Center | Apr 10, 2019 | Estate Planning Education, Uncategorized

In this era of YouTube tutorials and robo-investing, it might seem only natural to take a DIY approach to planning your estate. After all, if online forums can teach you to fix your dishwasher without calling a plumber or set up an investment portfolio without...

Growing Up and Growing Old: The Tricky Business of Talking About Estate Planning with Aging Parents

by Deliberato Law Center | Apr 5, 2019 | Estate Planning Education, Medicaid, Uncategorized

It’s well-known that you don’t talk about religion, politics, or estate planning at the dinner table. Or, wait, was it just religion and politics? Estate planning might as well be on the list, though. Indeed, of the taboo topics listed, most young adults would prefer...

Estate Planning Advice for Beneficiaries: What to Know if You’re Inheriting a 401K

by Deliberato Law Center | Mar 27, 2019 | Estate Planning Education, Probate, Uncategorized

Losing a loved one is a heart-wrenching experience. Having to deal with the associated practical matters adds anxiety at a time when your energy could be better spent elsewhere. However, if in the course of your loss, you’ve inherited a 401(k), you will want to act...