Archive for February, 2009

Beneficiary IRA and the Living Trust – What You Need to Know

Wednesday, February 25th, 2009

Here is what you need to know if you own a Beneficiary IRA and are using a Living Trust for your estate planning documents. If you are not using a Living Trust you should be because it will allow you to pass your property at death without your estate ...

The 10 Estate Planning Mistakes That Most Americans Make

Tuesday, February 24th, 2009

1. They have no estate plan at all. This is the worst mistake that Americans make and it is the most common mistake of all. It can also be the most expensive and lead to the worst results.Most people postpone preparing their estate plan until they reach an age where ...

What is an Executor in Estate Planning?

Monday, February 23rd, 2009

Estate planning is the process of accumulating and disposing of wealth before the death of an individual or married couple. The most important goal of estate planning is to make sure that the greatest amount of the estate is passed to the estate owner's intended beneficiaries while paying the least ...