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Beneficiary

Thinking About Beneficiary Designations (Part 2)

In Part 1 of this post I discussed:  1)  beneficiary designations in general, 2)  order of precedence between beneficiary designations and a Will, 3)  primary ...
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Beneficiary

Thinking About Beneficiary Designations (Part 1)

Certain assets often have beneficiary designations: life insurance, annuities (which are life insurance products), 401(k)s, IRAs and other retirement accounts. Setting up your beneficiary designations ...
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Beneficiary

What Happens to My Stuff When I Die?

So, you have a house, a bank account, a 401(k) and a car…then you die. What happens to those things? Well—it depends. Is there a ...
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Deed

Do You Know How You Own Your Home—Really?

Do you really know how you own your home? What does the wording on your deed mean? If you die, what will happen to your ...
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Estate Planning

What is a “Power of Attorney” (and why you probably need one)? [Part 5]

In Part 1, Part 2, Part 3 and Part 4, I covered the important things you need to know about Powers of Attorney. Now that ...
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Estate Planning

What is a “Power of Attorney” (and why you probably need one)? Part 4

[Part 1] [Part 2] [Part 3] In the first three parts of this blog series, I discussed all the types and details about Powers of ...
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