Estate Plans and Your Family

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Estate Planning | Estate Plans and Your Family | Wiseradvisor.com
Estate Planning for Newlyweds

By Anna Wroblewska. The first thing you want to do as a newlywed probably has nothing to do with estate planning, but it's critical to tackle it early. Taking the time to sit down with your spouse and update your estate...
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Estate Planning | Estate Plans and Your Family | Wiseradvisor.com
Just Married? Congratulations! Now, About Your Estate Plan

By Anna Wroblewska. The first thing you want to do as a newlywed probably has nothing to do with estate planning, but it's critical to tackle it early. Taking the time to sit down with your spouse and update your estate...
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Estate Planning | Estate Plans and Your Family | Wiseradvisor.com
Inheritances: Managing Life's Uncertainties

Not to be rude, but just imagine, only for the short time that it takes you to read this page, that it's many years from now and, after a long, full, fruitful life, and with your devoted family and friends...
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Estate Planning | Estate Plans and Your Family | Wiseradvisor.com
Want to Avoid a "Family Feud" When Naming Beneficiaries?

State laws vary in how IRA assets are treated upon the death of an IRA owner. Several states have rules on their books to ensure that surviving spouses get a fair portion of the assets from their deceased spouse's estate....
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Estate Planning | Estate Plans and Your Family | Wiseradvisor.com
Research Finds Huge 'Legacy Gaps' In Baby Boomers and Parents' Views of Inheritance

The communication struggles that baby boomers and those in their parents' generation thought they had overcome in the decades since the 1970s have resurfaced. This time the gap is around the transfer of $25 trillion in...
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Estate Planning | Estate Plans and Your Family | Wiseradvisor.com
Family, Fortune & the Perils of Success: Introduction

Each of us will leave a legacy of some sort, whether we plan for it or not, whether we have children or not. No matter what you accomplish in life, or how much or how little you accumulate, one thing is certain: Whether by...
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Estate Planning | Estate Plans and Your Family | Wiseradvisor.com
Would Your Survivors Spend It All?

Like most seniors, you have worked hard to get where you are financially. And you want to make sure that your heirs receive everything that you had planned to leave them. To accomplish this, you may have even established a...
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Estate Planning | Estate Plans and Your Family | Wiseradvisor.com
Family, Fortune & the Perils of Success: Why Most Traditional Estate Plans Ultimately Fail

In part one of this three-part series, we confronted a troubling statistic: studies show that nine out of ten traditional estate plans fail. When they do, much more than dollars are lost; often, the very families the...
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Estate Planning | Estate Plans and Your Family | Wiseradvisor.com
The Dreaded Probate Process

Many people hear the word probate and immediately think of negative connotations. However, the decision to purposely avoid probate has become more complex in recent years due to the establishment of a Uniform Probate Code...
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Estate Planning | Estate Plans and Your Family | Wiseradvisor.com
A Medical Power of Attorney Can Protect Your Health Care Rights

Decisions regarding medical treatment options can be most difficult when a patient becomes incapacitated. A durable medical power of attorney, or health care proxy, can help assure that the patient's health care decisions...
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Estate Planning | Estate Plans and Your Family | Wiseradvisor.com
Investing an Inheritance or Windfall

Receiving an inheritance may not be as pleasant as winning the lottery "after all, an inheritance means a loved one has died" but both raise the question of how to invest a sudden windfall. Most windfalls require payment...
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Estate Planning | Estate Plans and Your Family | Wiseradvisor.com
Discussing Inheritances with Heirs

Many people are uncomfortable discussing with heirs how they will distribute their estate. Perhaps you don't want your children to realize how much they may receive after your death. Or you may think your choice of heirs...
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Estate Planning | Estate Plans and Your Family | Wiseradvisor.com
Inter-Generational Communications

With as much information that is in our society today, it amazes me that people don't have important conversations within families. I think most families talk amongst partners but what about children, grandchildren,...
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