Latest articles by Daniel A. Timins, Esq., CFP®
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12 Different Times When You Should Update Your Will
retirement Some situations where you may need to change your will should be obvious to most people. But others just may surprise you.
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Four Ways to Disinherit Family Members
retirement If you don't want your deadbeat brother or even an estranged spouse inheriting your estate, you have to tread carefully.
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Estate Planning 101: 5 Lessons for New Parents
estate planning You've prepared the nursery, stocked up on diapers and even sent your baby shower thank-you notes. Now it's time to check a big one off your to-do list: Preparing for the unexpected.
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5 Things to Do the Moment a Loved One Passes Away
retirement You might not be thinking about the practical tasks that need to be accomplished as soon as possible, but these steps are critical to safeguard an estate and ensure that it is passed down as smoothly as possible.
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How to Perform the Duties of Executor of an Estate
retirement If you have been named executor in a will, you have quite a bit of work ahead of you. Here is how probate works, plus tips to get the job done right.
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How to Choose the Right Executor for Your Will
retirement It’s an important question: Who can be trusted to take care of your estate when you’re gone?
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7 Tips for Choosing the Right Executor
retirement What traits make for a good executor, and who by default is unable to serve?
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5 Avoidable Mistakes in the Will You Write
retirement Do-it-yourselfers need to be careful not to trip over these common hurdles as they craft their own last will and testament.
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5 Types of People You Should Gift to Using Your Will
retirement A "testamentary trust" created by your will gives your assets, and the vulnerable people you want them to go to, added protections.
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5 Ways NOT to Gift to Children … and 5 Better Ideas
stocks Parents who mean well sometimes put their children in a position to blow it.
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Who Should You (Not) Leave Your IRA To?
taxes Based on tax treatment and required minimum distribution rules, these are the three best and four worst beneficiaries to name for your individual retirement accounts.
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5 Simple Steps to Decrease Your Estate Costs
taxes When executed properly, estate planning can minimize legal fees, decrease taxes and lower administrative expenses.
taxes -
How to Protect Your Family's Assets from an Ex-In-Law
savings Both a prenuptial agreement and a family trust can keep your wealth from going to your children's potential ex-spouses.
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Maybe You Don't Need a Will
retirement You can use simpler and more private methods to leave certain assets to your loved ones after you die.
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Why Guaranteed Income for Life Doesn't Always Offer the Best Retirement Options
Financial Planning Focusing on accumulating assets may give you opportunities to benefit from government tax incentives and programs, and to transfer wealth to loved ones.
Financial Planning -
Preserve Your Family Wealth With Medicaid Planning
retirement Even if you are eligible, you shouldn't rush into applying for coverage. Here are five scenarios to consider in your planning.
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