Estate Planning – Articles

[accordions] Articles
[accordion title=”Assets”]
Asset protection in estate planning
Estate planning and 529 plans
Transferring your family business
[accordion title=”Beneficiary designations”]
Choosing a beneficiary for your IRA or 401(k)
Designating a beneficiary for life insurance
[accordion title=”Charitable giving”]
Charitable giving
Life insurance and charitable giving
[accordion title=”Estate planning basics”]
Estate planning–an introduction
Facing the possibility of incapacity
Gift and estate taxes
Trust basics
Wills–the cornerstone of your estate plan
[accordion title=”Life insurance”]
Life insurance and estate planning
Life insurance and terminal illness
Life insurance: do you need it?
Planning ahead for life insurance proceeds
The ins and outs of policy ownership
[accordion title=”Medicaid planning”]
Medicaid and nursing home care
Medicaid and the principal residence
Medicaid planning basics
[accordion title=”Probate”]
Bypassing probate
Understanding probate