Read our estate planning news articles for the up-to-date information you need to make sure you are prepared for the future. Whether you have an estate plan that needs updating or you haven’t gotten around to making one yet, our news articles will help you understand the importance of having one and the process for creating or updating yours.
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Do Surviving Spouses Have a Right to a 401(k) or an IRA? When choosing a beneficiary for a retirement plan, it is important to understand how your spouse will be treated under the plan. -
Medicaid's Power to Recoup Benefits Paid: Estate Recovery If steps aren't taken to protect the Medicaid recipient's house, it may need to be sold to settle the claim. -
Avoid Disagreements Between Your Power of Attorney Holder and Health Care Proxy A durable power of attorney and a health care proxy are two very important estate planning documents, it is important to pick two people who will get along. -
Understanding the Differences Between a Will and a Trust Not everyone knows the differences between the two. Both are useful estate planning devices that serve different purposes. -
529 Plans Have Morphed Into Estate Planning Tools Read about how an individual contributing to a 529 college savings plan can front load five years’ worth of contributions -
Why Plan Your Estate? Read more about why estate planning is so important. -
Grandchildren May Qualify For Earned Income Tax Credit Raising a grandchild can be tough financially, but grandparents should be aware that there is a tax credit available that could help them. -
Will My Advance Directive work in Another State? Making sure your end of life wishes are followed no matter where you happen to be is important. Learn more about it here. -
What Makes a Will Valid? Read more what makes your will a valid one. -
How to Contest a Will If you believe a loved one's will is not valid, you may be able to contest it. But proving a will is invalid is difficult and this process.