Even if you’ve updated your wills, power of attorney, trusts and documented your end-of-life wishes, you haven’t finished with your estate plan, says an article, “On the Money: Do not disinherit your loved ones” from the Aiken Standard. Forgetting to update beneficiary designations for retirement plans at work, IRAs, life insurance policies, mutual funds, bank accounts, brokerage accounts, … Continue reading How to Protect Your Loved Ones from Being Disinherited
Category: Marriage
Things to do at the end of the Year
To end this year, and start the next year with documents, and hopefully finances in shape, you should: Update, or have made, Wills and Living Wills (also called Health Care Directives); if you have gotten married, gotten divorced, had a child, or your child has reached 18, you should have these documents redone or done. … Continue reading Things to do at the end of the Year