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Estate Planning Pitfall – You’ve amended your will yourself
August / September 2021
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 260
Abstract: A common reason for a person to amend a will is because of a change in his or her family’s circumstances, such as adding a newborn grandchild as a beneficiary or removing an adult child’s spouse after a divorce. This brief article explains reasons a person should resist the temptation to make the changes without professional guidance.
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Estate Planning Pitfall – You haven’t made formal funeral arrangements
June / July 2019
Newsletter: Insight on Estate Planning
Price: $225.00, Subscriber Price: $157.50
Word count: 260
Abstract: It’s difficult for many people to think about their own mortality, and it’s not surprising to learn that many put off planning their funerals. Unfortunately, this lack of planning can result in emotional turmoil for surviving family members when someone dies unexpectedly. This brief article explains how to formally arrange one’s own funeral.
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Estate Planning Red Flag – You’re transferring a vehicle to your revocable trust
January / February 2018
Newsletter: Estate Planner
Price: $225.00, Subscriber Price: $157.50
Word count: 260
Abstract: A living trust isn’t effective unless it’s funded. Trust owners transfer ownership of assets to the trust and designate it as beneficiary of retirement accounts or insurance policies. But can owners transfer ownership of automobiles or other vehicles to the trust? This brief article examines the pitfalls of doing so.