The Ultimate Guide to Estate Planning (Full Video)
Watch this ultimate in-depth estate planning video guide. We will review the basics, and more, with regards to setting up and managing your estate plan.
October 2, 2019
The Retire Happily Blog
We believe today’s saver deserves much more! Improper alignment of financial tools with your needs and preferences is the major source of missed opportunity, disappointment and regret.
And you know what? It doesn’t have to be that way!
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We believe today’s saver deserves much more! Improper alignment of financial tools with your needs and preferences is the major source of missed opportunity, disappointment and regret.
And you know what? It doesn’t have to be that way!
Estate Planning
You Will Use Your Estate Plan: Most Important Details You Need to Know
Everyone has an estate plan to pass on their stuff when they pass away. If you don’t choose an estate plan yourself then it is selected by the state.
August 12, 2019
You Will Use Your Estate Plan: Most Important Details You Need to Know
Everyone has an estate plan to pass on their stuff. The difference is if you don’t choose one yourself then it is selected by the state you live.
July 14, 2019
How Can I Privately Change My Estate Planning Goals
When building and adjusting your estate plan, be aware of the right question to ask that will help you achieve your retirement planning goals.
July 12, 2019
How to Evaluate Estate Planning Cost of an Attorney Vs Value
Preparing an estate plan could cost anywhere from $75 to $1,000. It costs between $350 and $650 to have an attorney draw up the durable powers of attorney.
June 12, 2019
Different Estate Types and Trusts: Simple Explanations with Examples
If you don’t want the state to choose what happens to your assets when you pass then, you do not stick with the Default Estate Plan. | Retire Happily
May 1, 2019
Life Insurance and Long-Term Health Care in Your Estate Plan
What do I need life insurance for at this age? Are you kidding me? I’m done working! Life insurance? Estate planning? That’s right.
April 12, 2019
Living Trusts: Definitions, Problems, and Differences
A living trust is a legal document you make while you’re alive to take care of you, your family and your property If you become incapacitated or pass away.
March 4, 2019
The Most Commonly Asked Questions and Answers About Estate Planning
Quickly skim through 16 frequently and not so frequently asked common questions about estate planning you should be familiar with.
February 4, 2019
Common Misconceptions About Estate Planning Solutions and Probate
We have collected a list of Myths and Misconceptions that relate to Estate Planning with a Law Firm. Use these insights to help know what questions to ask.
January 4, 2019
Challenges Families Face Without an Estate Plan | Retire Happily
When there is no plan in place, the process will be more confusing, and it will take longer and cost more than if there had been an estate plan in place.
December 1, 2018
How Does an Estate Plan Protect My Children’s Inheritance?
How does an estate plan help your children? It helps you manage their inheritance. You’re able to decide who gets what and how they get their inheritance.
November 9, 2018