Tag: estate planning
8 Documents That Are Essential to Planning Your Estate
Marilyn Lewis on March 21, 2022
Do your loved ones a big favor: Get your affairs in order so you don’t leave survivors to face a legal mess.
Estate Planning Tips and Tricks
Stacy Johnson CPA on January 30, 2021
Nobody wants to confront their own mortality. But estate planning doesn’t have to be difficult, complicated or expensive.
6 Legal Documents That Most Retirees Don’t Have
Chris Kissell on January 28, 2021
Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.
What Happens to Your Email and Social Media After You Die?
Karen Datko on September 22, 2020
Here’s how to manage your virtual legacy — from your Facebook account and digitized family photos to your email inbox.
5 Emergency Documents That Can Protect You During the Pandemic
Bankrate.com on July 24, 2020
There’s never been a better time to understand how different legal documents can protect you.
How Do I Choose an Executor for My Will?
Stacy Johnson CPA on October 28, 2019
“Executor” — a fancy name for the person who’s going to be in charge of your estate when you’re gone. Be careful whom you pick.
Should I Prepay My Funeral?
Stacy Johnson CPA on September 9, 2019
You pay for your vacation and your kid’s education in advance. So, why not prepay your funeral? Well, here’s why.
Do I Really Need a Will?
Stacy Johnson CPA on September 2, 2019
Most experts insist everyone needs a will, but that’s not always true.
Ask Stacy: Can I Put Together My Own Will?
Stacy Johnson CPA on September 9, 2016
Sure, you can write your own will. But why would you? Instead use these tools and tips.
4 Financial Planning Tips We Can Learn From Prince
Krystal Steinmetz on May 2, 2016
An alarming number of Americans, including the late pop icon Prince, do not have a will. Here’s why it’s so important to put your affairs in order now, not later.
Ask Stacy: What Happens If I Die With Debt?
Stacy Johnson CPA on August 11, 2015
It’s not uncommon for credit card companies and others to attempt to collect debts after death. But is it legal?
Ask Stacy: I’m Afraid to Leave an Inheritance for My Kids – What Should I Do?
Stacy Johnson CPA on August 4, 2015
A reader wants to leave her money to her kids, but she’s afraid they’ll blow it. It’s a common problem, and one without an ideal solution.
Estate Planning Lessons From James Gandolfini’s Will
Brandon Ballenger on July 30, 2013
The former “Sopranos” star’s will has been criticized for being too complicated and for unnecessarily leaving money on the table for Uncle Sam.
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