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Tag: Estate Planning

Home›Posts Tagged "Estate Planning"
  • 5 Reasons Why Trusts Are Not Just For The Rich
    Estate Planning
    By WiserAdvisor Insights
    August 25, 2020
    266
    0

    5 Reasons Why Trusts Are Not Just For The Rich

    A popular notion, that is often misunderstood, is that trusts are only for the rich. The reality is that a trust is helpful to people of all economic backgrounds. A trust is a legal arrangement that allows a person (the grantor) to transfer their assets, including cash, investments, properties, etc. to a private fund. This ...
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  • Soup to Nuts Guide To Creating A Foolproof Will
    Estate Planning
    By WiserAdvisor Insights
    August 14, 2020
    1343
    0

    Soup to Nuts Guide to Creating a Foolproof Will

    Most people are inclined not to think about their mortality. Hence, they do not consider estate planning, especially writing a will, as an imperative task. Moreover, writing a will is often regarded as complicated, irrelevant, and most of all ‘a thing of the rich’. As per a 2020 Estate Planning and Wills survey conducted by ...
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  • Estate Planning for Single Parents
    Estate Planning
    By WiserAdvisor Insights
    May 28, 2020
    463
    0

    How is Estate Planning Different for Single Parents?

    Parenting is both a joy and an ocean of responsibilities. Parents constantly worry about the well-being of their child, in their presence as well as when they are no longer around. Estate planning is one important measure to ensure the well-being of your children in case of your demise, incapacity, or disablement. Such situations massively ...
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  • COVID-19 Pandemic
    Estate Planning
    By WiserAdvisor Insights
    April 24, 2020
    498
    0

    COVID-19 Pandemic: Why It Is the Best Time to Plan Your Estate and Write a Will

    With a pandemic affecting the entire globe, many people have started second-guessing their decisions, investments, and strategies. The COVID-19 pandemic has also made people question the health care system and their chances of survival amidst the chaos and falling infrastructures. While a cure for the virus is being tested in labs beyond anybody’s control, the ...
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  • Estate palnning Doucuments to be prepared
    Estate Planning
    By WiserAdvisor Insights
    April 15, 2020
    1703
    0

    5 Essential Estate Planning Documents to Be Prepared Amid the COVID-19 Pandemic

    The outbreak of the Coronavirus (COVID-19) pandemic has infused a sense of vulnerability, especially among those who have not yet planned for the distribution of their estate. An estate can consist of assets like cash, clothes, jewellery, vehicles, residential property, insurance, etc., along with accounts established for retirement, investment, and savings. The management of the ...
    Read More
  • Estate-Planning
    Estate Planning
    By WiserAdvisor Insights
    March 10, 2020
    430
    0

    Three Estate Planning Mistakes Investors Make with IRAs and 401(k)s

    People make savings and investments keeping in mind the needs of their families. Most of the time, one generation is diligent and resourceful to turn their savings into heritage for the upcoming generations. There are several instances where people are still enjoying the earnings from their forefathers’ investments.  However, as someone looking to build a ...
    Read More
  • Estate-Planning
    Estate Planning
    By WiserAdvisor Insights
    March 5, 2020
    563
    0

    Three Estate Planning Documents Everyone Needs

    Estate planning is a broad concept encompassing financial planning and related aspects. As important as it should be, most people tend to exclude it from their financial planning. There are also some people who underestimate the size and value of their estate and do not give their estate plan the attention it deserves. Estate planning ...
    Read More
  • Trust-based-Estate-Plan
    Estate Planning
    By WiserAdvisor Insights
    January 7, 2020
    595
    0

    6 Things to Know About A Trust-Based Estate Plan

    Estate planning can seem tricky. It is a big responsibility to ensure that your descendants are secure and content when you are not around anymore. It is also important to make sure that your hard-earned assets are not wasted away in taxes and land up in good hands.  Apart from the fact that estate planning ...
    Read More
  • Living-Trust
    Estate Planning
    By WiserAdvisor Insights
    November 24, 2019
    1123
    0

    Living Trusts: Facts and Fiction

    Estate planning, simply put, is the management and distribution of one’s assets after their death or incapacitation. Its primary objective is to distribute a person’s estate to its rightful heirs, with a focus to reduce estate tax. Of the many methods involved in estate planning, the two basic ones are writing a will and setting ...
    Read More
  • Estate-Plan
    Estate Planning
    By WiserAdvisor Insights
    November 23, 2019
    466
    0

    Does Your Estate Plan Work?

    Estate planning is an indisputable way to a secure future. Starting with the simple step of making a will, estate planning can also involve setting up a trust, preparing a power of attorney, protecting the interests of a minor, and much more. In fact, contrary to popular belief, everyone needs an estate plan even if ...
    Read More
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