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Articles & Books From Aaron Larson
Enjoy peace of mind knowing that your assets will pass to your family according to your wishes Regardless of your age or income, writing a legal will is one of the greatest gifts you can give your family. But where do you begin? Wills & Trusts Kit For Dummies walks you through the most important considerations to have in mind when you’re deciding what will happen to your estate when you’re gone.
Cheat Sheet / Updated 09-24-2021
Taking the time and attention to write a will and set up a trust — or a couple of trusts — are acts of generosity that your heirs and loved ones will appreciate in their time of grief. To do it right, you need to keep track of the people and papers involved, plan for incapacity, and know what you need from an estate plan, then review your plan regularly and especially after significant life changes.
Article / Updated 03-26-2016
You want your will and trust to be legal, so it makes sense to meet with a lawyer to form your estate plan. Lawyers who specialize in estate planning can help you cover all contingencies and help make sure that your plan is complete. Use the tips in the following list to prepare for your meeting:
Ask about your lawyer’s experience.
Article / Updated 03-26-2016
The professionals who help you set up your will and trusts can be useful not only during the creation of these documents, but also later on if you want to make changes. They can be invaluable resources for your executor and loved ones when the time comes. Keep a list of the names, addresses, and phone numbers
Article / Updated 03-26-2016
You should review your estate plan, including your will and any trusts, on a periodic basis to be sure that your inheritance planning is consistent with your needs and goals. In addition, review your estate plan upon
Marriage, separation or divorce
Birth or adoption of a child
Death of an heir
Move t
Article / Updated 03-26-2016
You’ve gone to the necessary trouble of drawing up your will and perhaps creating a trust. Now you need to make a list of the locations of important papers and make sure that you and at least one other trusted person know where the list is and where the locations are. Include the locations of the following it
Article / Updated 03-26-2016
It’s not easy to think about, but your will and trust(s) need to include provisions that go into effect if you become incapacitated for any reason. Your executor and your heirs will be grateful for your forethought. Keep in mind the following points about planning for incapacity:
If you don’t create a plan for your incapacity, a court may appoint somebody to oversee your personal and financial needs.