Articles Posted in Will

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Here are the must-do estate-plan tasks you should get done now.

What's on your list of New Year's resolutions? Yes, it's that time of year yet again. In addition to the normal list of diet, exercise and the sort — did "estate planning" make the list for 2014?

We all know that an estate plan is a matter of personal responsibility. No one truly can plan your estate for you, at least like you would. Trouble is, you might know what needs to get done, and you might have put it on that master to-do list, but you still need to have the resolve to get it done. For many of us, estate planning is that perennial subject on the to-do list.

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A will may say to divide an estate equally among three children. But if a particular account is titled to pass to just one, only that beneficiary will get the account.

Your Last Will and Testament is the legal document to put your wishes in writing and get it all straight, right? Not necessarily.

The key to the disposition of your estate is how your assets are “titled” and how the beneficiaries are designated.

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