Beneficiary Designations: The Difference Between “Per Stirpes” and “Per Capita”
Whether you choose to do a Massachusetts revocable living trust or a will, you’ll be naming at least one or more beneficiaries — people entitled
Whether you choose to do a Massachusetts revocable living trust or a will, you’ll be naming at least one or more beneficiaries — people entitled
Of course, the easiest plan is to leave your adult kids equal amounts of inheritance. That way, there are no misunderstandings or bad feelings. But
Medical care: You might not be cared for the way you want Nobody wants to think about it, but what if you become incapacitated and
Once you’ve created your estate plan, it’s helpful to do something called a “letter of instruction” to provide your heirs with guidance they can use
Yes, there is a component of estate planning that’s about the distribution of your assets to your beneficiaries. Who gets what money, who gets the
Certain assets like annuities, life insurance, IRAs, and employer-sponsored retirement plans (401[k], 403[b], etc.), allow you to name a designated beneficiary—that is, the person who
“Gray divorce” is a term referring to the demographic trend of an increasing divorce rate for older couples in long-lasting marriages. According to the Pew
Now that you’ve created your estate plan, you have the peace of mind of knowing that your family and your assets are protected. But don’t
“The only thing predictable about life is its unpredictability.” –Quote from the movie “Ratatouille” Current health concerns have clearly demonstrated how unpredictable life can be.
It’s no secret how important it is to have an estate plan. Without an estate plan you leave important decisions up to the state and
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