Category Archives: Retirement Planning

Debt after Death

Will My Debt Out live Me?

Your Questions About Debt After Death

truth_about_debt_and_deathHave you ever wondered what would happen to your debts if you passed away before paying them off? Will your loved ones be obligated to pay your debts or will they simply disappear? Every person’s debt landscape is different, and the best approach is to create a tailor-made estate planning strategy to make sure your debt doesn’t come back to haunt your family after you’re gone. Continue reading


12 Simple Steps to an Estate Plan…

moneyTake care of your family by making a Will, Power of Attorney, Living Will, Funeral Arrangements, and more…

1. Make a Will – In a will, you state who you want to inherit your property and name a guardian to care for your young children should something happen to you and the other parent. For more information, see The Simple Will: No Frills, No Fuss, No Anxiety or create an Online Will. Continue reading


Protect Your Childrens Inheritance

PROTECTING YOUR RETIREMENT ACCOUNT

 

What-Happens-to-InheritanceShocking to most people, your retirement accounts can be seized once they pass to your loved ones. During your lifetime, your retirement funds have asset protection, meaning they can’t be taken in a lawsuit. Unfortunately, as soon as retirement accounts are inherited, the protection evaporates. This means your hard earned money can legally be snatched by strangers and the courts. Continue reading