What many may not realize is that beneficiary designations supersede the terms of wills and trusts, which means that such misalignment can do serious damage to even the most carefully crafted estate plan.
You had a will drawn up, signed, and notarized; you created a power of attorney and a health care directive. You’re all done, right? Your estate planning is set, and you can move on to more pleasant endeavors.
Not necessarily.
When adult children agree to serve as the executor of their parents’ estate, they often underestimate the amount of work involved. The executor’s job is to
The Planning Center in Chicago, highlight the unique challenges that single people face when it comes to estate planning in this AARP article. Read the Entire
Andrew Sivertsen, CFP®, EA, CeFT®, Sr Financial Planner “On a long enough timeline, the survival rate for everyone drops to zero.” Intellectually, we understand the truth
By Caleb Arringdale,Tax Advisor While sharing the wealth during your lifetime can be a great thing for you and your children, sometimes it’s best not to
LegalZoom recently quoted H. Jude Boudreaux, CFP® Sr. Financial Planner. In this article, Jude provides useful information for clients that have adult children. Read the Entire Article Here
By Marty Kurtz, CFP®, Retired Founder of The Planning Center, Inc. So often, in a financial planning meeting, I will ask a client, “Do you have
The Planning Center’s Partner and Senior Financial Planner John Longstaff CFP(r) featured in Kiplinger’s Personal Finance discussing estate planning mistakes that celebrities make. Read the whole
Marty Kurtz, Sr. Financial Planner & Partner in our Quad Cities office was quoted in AARP.org discussing your options if you have a stepfamily in Don’t
Marty Kurtz, Sr. Financial Planner & Partner in our Quad Cities office was quoted in AARP.org discussing your options if you have a stepfamily in Don’t
I travel frequently, and the routine of air travel these days can become monotonous. Wait at the gate for your “zone” to be called. Jostle for
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