Estate Planning

401(k) and Minors: Can a Minor be a Beneficiary?

401k and minors

Nash Riggins

Oct 5, 2023

If you have children in your life, chances are you probably lose sleep at night thinking about their financial futures. We all want to make sure the people we love will be okay once we’re gone, and that’s why it’s important to consider the plans you’ve got in place for when that day comes.

A critical part of those plans should be making sure your children can get access to your retirement account after your death.

A retirement account, like a 401(k), is one of the most lucrative financial assets you’ll be able to pass on to your loved ones. However, you have to ensure you’ve followed the right steps in naming them as beneficiaries to set them up for better financial futures.

Read on to find out whether a minor can be a 401(k) beneficiary, the rules that need to be followed, and the benefits of setting up a trust for your children.

Key Takeaways

  • Most 401(k) plans will let you name a minor as a primary or secondary beneficiary.


  • If you pass away before your child is a legal adult, the court will appoint a guardian or conservator to manage the account funds. 


  • By setting up a trust as your 401(k) beneficiary, you’ll get more flexibility and control over how and when your children can access the wealth you pass on to them.

Can a Minor Be Named Individually as a Beneficiary?

can a minor be named individually as a beneficiary

A minor can be named individually as the beneficiary of a 401(k) account. There aren’t any specific federal rules in the US that restrict who you name as a beneficiary; therefore, most plans will let you name your children as account beneficiaries regardless of their age.

You’re also normally allowed to name your child as the contingent beneficiary for your retirement account. That means if the primary beneficiary (like your spouse) passes away before you do, your child will become the primary beneficiary.

That said, it’s worth pointing out that rules do sometimes vary between different states or retirement plan facilitators, so you should always check with your plan provider before you start laying the groundwork for naming beneficiaries. 

What are the Benefits of Naming a Minor as the Beneficiary of Your Retirement Account?

By making your kids the beneficiaries of your 401(k), you’ll get some much-needed peace of mind. You can rest easy knowing that if anything happens to you and your partner (if you have one), that wealth will be passed along to support your children in meeting their own future financial goals.

But there are a few potential drawbacks to be aware of, too.

“Although it's completely legal to name a minor as a direct beneficiary, there can potentially be complications. Minors generally cannot take direct control of an inheritance, so the court may need to appoint a guardian to manage the funds, which can be a costly and time-consuming process,” explains Michelle Delker, a CPA and CFO at The William Stanley Group.

The best way to avoid this headache is to be proactive by appointing a guardian or conservator for your children in your will. 

Doing so will remove the biggest legal hurdle toward making sure your children get access to the wealth you’ve left them‌ with. Yet even then, Delker points out that gaining this access can sometimes be an issue‌, too.

“When the beneficiary reaches the age of majority (18 or 21, depending on the state), they would have unfettered access to these funds, which might not always lead to the best financial decisions,” she says.

Fortunately, there's a common solution you can use to prevent your kids from overeager spending when they finally inherit the contents of your retirement account. 

We’ll get to that shortly. 

First, let’s take a quick look at the rules you’ll need to follow if you plan on naming a minor as the beneficiary on your 401(k) or individual retirement account (IRA).

What are the Rules For Child Beneficiaries?

what are the rules for child beneficiaries

“Naming a minor as your beneficiary is as simple as listing that minor's name and pertinent information as the beneficiary on the IRA forms you fill out when opening an IRA account,” ‌explains Colby McFadden of Quiver Financial Holdings.

“However, that is not where people may want to focus their attention. It is what happens after that, in the event the account owner dies and the minor beneficiaries inherit the funds is where complications can arise.” he continues.

The rules on transfers to beneficiaries were recently overhauled thanks to the passing of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in 2019, which largely centers on the age of the beneficiary in question.

Under the SECURE Act, beneficiaries will normally need to receive the entire contents of the account within 10 years of your death. But this depends on how your 401(k) administrator classes your beneficiaries. 

“The Secure Act separates beneficiaries into three categories: eligible designated beneficiaries, designated beneficiaries, and others that are not considered designated beneficiaries,” McFadden says.

There are a range of specific guidelines around these categories, but the key point is that your kids need to be under 18 to be considered eligible designated beneficiaries.

If they’re over the age of majority in your state, they fit into the designated beneficiaries category. The “others” category of beneficiaries normally refers to non-living entities like trusts.

Assuming your kids are classed as eligible designated beneficiaries when you pass away, their mandatory 10-year payout period won’t start until they turn 21. This means they have to receive all the funds in your retirement account by age 31.

That being said, the law does require your child to get required minimum distributions (RMDs) from your account until they’re an adult. 

“Required minimum distributions (RMDs) are the minimum amounts you must withdraw from your retirement accounts each year” - IRS

A guardian or conservator will need to oversee these distributions and it’s important to note that your child will need to pay income tax on RMDs.

Why Create a Trust For Your Children?

There can be a couple of legal complications when you appoint minors as the beneficiary of your 401(k) and you might also be concerned about their financial literacy and how they’ll spend the money when they inherit it, which is why you may want to consider setting up a trust.

Instead of naming your child as your retirement account beneficiary, an increasingly popular option is to name a trust as your account beneficiary. You can then, in turn, name your children as beneficiaries of that trust. 

This process will give you slightly more control over what happens after your death.

“Opting for a family trust offers a layer of control beyond the usual parameters. It allows you to instill your values by specifying conditions for disbursements,” says John Grace, president and founder of Investor's Advantage Corporation.

“For instance, you can stipulate that funds be allocated for educational purposes, offering a lasting impact on the minor's life trajectory,” Grace explains.

You could also stipulate within the rules of your trust that your child can’t have the funds until they turn 25 rather than 21, or that the contents of the trust are disbursed in equal amounts over a certain number of years.

The two of the most popular types of trust for this purpose are conduit trusts and accumulation trusts:

  • Conduit trusts require all RMDs from your retirement account to be given to the minor in the same year that the trust receives it. Any sum beyond these required distributions can sit in trust at the discretion of the grantor’s wishes.


  • Accumulation trusts don’t require RMDs to be paid immediately to beneficiaries, meaning the funds can be held in the trust until the conditions of access that you set are met.

Although both of these trusts give you more control over how and when your children spend the money in your 401(k), it’s important to note that the SECURE Act’s 10-year rule still applies. 

That means the full contents of your 401(k) need to be passed on to your child beneficiary by the time they turn 31.

Guaranteeing Compliance and Staying Organized

Regardless of whether you opt to name a minor as an account beneficiary or set up a trust to disburse the contents of your 401(k), you must collect and maintain an organized database that includes all the documentation associated with your decision.

This includes a range of items like your will, 401(k) policy documentation, your child’s birth certificate, information about a potential guardian, a trust document, and everything in between.

That’s where an online Family Operating System® like Trustworthy can offer you peace of mind. Trustworthy lets you securely store digital copies of all your essential family documents in one place for easy access when the time comes.

You can curate, manage, and share necessary documentation with your financial planner, wealth advisor, accountant, and beneficiaries for collaboration and to ensure that all rules associated with your 401(k) or trust are upheld.

This guarantees that all required documentation that your children need to inherit the wealth you’ve built is always safe and those documents will also be accessible to the people who need them if something happens to you.

Get organized for the future using Trustworthy.

Frequently Asked Questions

​​What is the Difference Between a 401(k) and an IRA?

Although a 401(k) plan and an IRA are both retirement accounts, 401(k)s are offered through your employer. You must set up your own IRA, which is normally offered by a bank or broker.

How Many Beneficiaries Can You Have on a 401(k)?

Most 401(k) plans will let you name up to 10 primary beneficiaries. You can also typically name up to 10 secondary beneficiaries.

Can a Non-US Citizen be a 401(k) Beneficiary?

Yes, most 401(k) plans will let you name a beneficiary whether they’re a permanent US resident, temporary worker, or a non-resident alien.

Estate Planning

401(k) and Minors: Can a Minor be a Beneficiary?

401k and minors

Nash Riggins

Oct 5, 2023

If you have children in your life, chances are you probably lose sleep at night thinking about their financial futures. We all want to make sure the people we love will be okay once we’re gone, and that’s why it’s important to consider the plans you’ve got in place for when that day comes.

A critical part of those plans should be making sure your children can get access to your retirement account after your death.

A retirement account, like a 401(k), is one of the most lucrative financial assets you’ll be able to pass on to your loved ones. However, you have to ensure you’ve followed the right steps in naming them as beneficiaries to set them up for better financial futures.

Read on to find out whether a minor can be a 401(k) beneficiary, the rules that need to be followed, and the benefits of setting up a trust for your children.

Key Takeaways

  • Most 401(k) plans will let you name a minor as a primary or secondary beneficiary.


  • If you pass away before your child is a legal adult, the court will appoint a guardian or conservator to manage the account funds. 


  • By setting up a trust as your 401(k) beneficiary, you’ll get more flexibility and control over how and when your children can access the wealth you pass on to them.

Can a Minor Be Named Individually as a Beneficiary?

can a minor be named individually as a beneficiary

A minor can be named individually as the beneficiary of a 401(k) account. There aren’t any specific federal rules in the US that restrict who you name as a beneficiary; therefore, most plans will let you name your children as account beneficiaries regardless of their age.

You’re also normally allowed to name your child as the contingent beneficiary for your retirement account. That means if the primary beneficiary (like your spouse) passes away before you do, your child will become the primary beneficiary.

That said, it’s worth pointing out that rules do sometimes vary between different states or retirement plan facilitators, so you should always check with your plan provider before you start laying the groundwork for naming beneficiaries. 

What are the Benefits of Naming a Minor as the Beneficiary of Your Retirement Account?

By making your kids the beneficiaries of your 401(k), you’ll get some much-needed peace of mind. You can rest easy knowing that if anything happens to you and your partner (if you have one), that wealth will be passed along to support your children in meeting their own future financial goals.

But there are a few potential drawbacks to be aware of, too.

“Although it's completely legal to name a minor as a direct beneficiary, there can potentially be complications. Minors generally cannot take direct control of an inheritance, so the court may need to appoint a guardian to manage the funds, which can be a costly and time-consuming process,” explains Michelle Delker, a CPA and CFO at The William Stanley Group.

The best way to avoid this headache is to be proactive by appointing a guardian or conservator for your children in your will. 

Doing so will remove the biggest legal hurdle toward making sure your children get access to the wealth you’ve left them‌ with. Yet even then, Delker points out that gaining this access can sometimes be an issue‌, too.

“When the beneficiary reaches the age of majority (18 or 21, depending on the state), they would have unfettered access to these funds, which might not always lead to the best financial decisions,” she says.

Fortunately, there's a common solution you can use to prevent your kids from overeager spending when they finally inherit the contents of your retirement account. 

We’ll get to that shortly. 

First, let’s take a quick look at the rules you’ll need to follow if you plan on naming a minor as the beneficiary on your 401(k) or individual retirement account (IRA).

What are the Rules For Child Beneficiaries?

what are the rules for child beneficiaries

“Naming a minor as your beneficiary is as simple as listing that minor's name and pertinent information as the beneficiary on the IRA forms you fill out when opening an IRA account,” ‌explains Colby McFadden of Quiver Financial Holdings.

“However, that is not where people may want to focus their attention. It is what happens after that, in the event the account owner dies and the minor beneficiaries inherit the funds is where complications can arise.” he continues.

The rules on transfers to beneficiaries were recently overhauled thanks to the passing of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in 2019, which largely centers on the age of the beneficiary in question.

Under the SECURE Act, beneficiaries will normally need to receive the entire contents of the account within 10 years of your death. But this depends on how your 401(k) administrator classes your beneficiaries. 

“The Secure Act separates beneficiaries into three categories: eligible designated beneficiaries, designated beneficiaries, and others that are not considered designated beneficiaries,” McFadden says.

There are a range of specific guidelines around these categories, but the key point is that your kids need to be under 18 to be considered eligible designated beneficiaries.

If they’re over the age of majority in your state, they fit into the designated beneficiaries category. The “others” category of beneficiaries normally refers to non-living entities like trusts.

Assuming your kids are classed as eligible designated beneficiaries when you pass away, their mandatory 10-year payout period won’t start until they turn 21. This means they have to receive all the funds in your retirement account by age 31.

That being said, the law does require your child to get required minimum distributions (RMDs) from your account until they’re an adult. 

“Required minimum distributions (RMDs) are the minimum amounts you must withdraw from your retirement accounts each year” - IRS

A guardian or conservator will need to oversee these distributions and it’s important to note that your child will need to pay income tax on RMDs.

Why Create a Trust For Your Children?

There can be a couple of legal complications when you appoint minors as the beneficiary of your 401(k) and you might also be concerned about their financial literacy and how they’ll spend the money when they inherit it, which is why you may want to consider setting up a trust.

Instead of naming your child as your retirement account beneficiary, an increasingly popular option is to name a trust as your account beneficiary. You can then, in turn, name your children as beneficiaries of that trust. 

This process will give you slightly more control over what happens after your death.

“Opting for a family trust offers a layer of control beyond the usual parameters. It allows you to instill your values by specifying conditions for disbursements,” says John Grace, president and founder of Investor's Advantage Corporation.

“For instance, you can stipulate that funds be allocated for educational purposes, offering a lasting impact on the minor's life trajectory,” Grace explains.

You could also stipulate within the rules of your trust that your child can’t have the funds until they turn 25 rather than 21, or that the contents of the trust are disbursed in equal amounts over a certain number of years.

The two of the most popular types of trust for this purpose are conduit trusts and accumulation trusts:

  • Conduit trusts require all RMDs from your retirement account to be given to the minor in the same year that the trust receives it. Any sum beyond these required distributions can sit in trust at the discretion of the grantor’s wishes.


  • Accumulation trusts don’t require RMDs to be paid immediately to beneficiaries, meaning the funds can be held in the trust until the conditions of access that you set are met.

Although both of these trusts give you more control over how and when your children spend the money in your 401(k), it’s important to note that the SECURE Act’s 10-year rule still applies. 

That means the full contents of your 401(k) need to be passed on to your child beneficiary by the time they turn 31.

Guaranteeing Compliance and Staying Organized

Regardless of whether you opt to name a minor as an account beneficiary or set up a trust to disburse the contents of your 401(k), you must collect and maintain an organized database that includes all the documentation associated with your decision.

This includes a range of items like your will, 401(k) policy documentation, your child’s birth certificate, information about a potential guardian, a trust document, and everything in between.

That’s where an online Family Operating System® like Trustworthy can offer you peace of mind. Trustworthy lets you securely store digital copies of all your essential family documents in one place for easy access when the time comes.

You can curate, manage, and share necessary documentation with your financial planner, wealth advisor, accountant, and beneficiaries for collaboration and to ensure that all rules associated with your 401(k) or trust are upheld.

This guarantees that all required documentation that your children need to inherit the wealth you’ve built is always safe and those documents will also be accessible to the people who need them if something happens to you.

Get organized for the future using Trustworthy.

Frequently Asked Questions

​​What is the Difference Between a 401(k) and an IRA?

Although a 401(k) plan and an IRA are both retirement accounts, 401(k)s are offered through your employer. You must set up your own IRA, which is normally offered by a bank or broker.

How Many Beneficiaries Can You Have on a 401(k)?

Most 401(k) plans will let you name up to 10 primary beneficiaries. You can also typically name up to 10 secondary beneficiaries.

Can a Non-US Citizen be a 401(k) Beneficiary?

Yes, most 401(k) plans will let you name a beneficiary whether they’re a permanent US resident, temporary worker, or a non-resident alien.

Estate Planning

401(k) and Minors: Can a Minor be a Beneficiary?

401k and minors

Nash Riggins

Oct 5, 2023

If you have children in your life, chances are you probably lose sleep at night thinking about their financial futures. We all want to make sure the people we love will be okay once we’re gone, and that’s why it’s important to consider the plans you’ve got in place for when that day comes.

A critical part of those plans should be making sure your children can get access to your retirement account after your death.

A retirement account, like a 401(k), is one of the most lucrative financial assets you’ll be able to pass on to your loved ones. However, you have to ensure you’ve followed the right steps in naming them as beneficiaries to set them up for better financial futures.

Read on to find out whether a minor can be a 401(k) beneficiary, the rules that need to be followed, and the benefits of setting up a trust for your children.

Key Takeaways

  • Most 401(k) plans will let you name a minor as a primary or secondary beneficiary.


  • If you pass away before your child is a legal adult, the court will appoint a guardian or conservator to manage the account funds. 


  • By setting up a trust as your 401(k) beneficiary, you’ll get more flexibility and control over how and when your children can access the wealth you pass on to them.

Can a Minor Be Named Individually as a Beneficiary?

can a minor be named individually as a beneficiary

A minor can be named individually as the beneficiary of a 401(k) account. There aren’t any specific federal rules in the US that restrict who you name as a beneficiary; therefore, most plans will let you name your children as account beneficiaries regardless of their age.

You’re also normally allowed to name your child as the contingent beneficiary for your retirement account. That means if the primary beneficiary (like your spouse) passes away before you do, your child will become the primary beneficiary.

That said, it’s worth pointing out that rules do sometimes vary between different states or retirement plan facilitators, so you should always check with your plan provider before you start laying the groundwork for naming beneficiaries. 

What are the Benefits of Naming a Minor as the Beneficiary of Your Retirement Account?

By making your kids the beneficiaries of your 401(k), you’ll get some much-needed peace of mind. You can rest easy knowing that if anything happens to you and your partner (if you have one), that wealth will be passed along to support your children in meeting their own future financial goals.

But there are a few potential drawbacks to be aware of, too.

“Although it's completely legal to name a minor as a direct beneficiary, there can potentially be complications. Minors generally cannot take direct control of an inheritance, so the court may need to appoint a guardian to manage the funds, which can be a costly and time-consuming process,” explains Michelle Delker, a CPA and CFO at The William Stanley Group.

The best way to avoid this headache is to be proactive by appointing a guardian or conservator for your children in your will. 

Doing so will remove the biggest legal hurdle toward making sure your children get access to the wealth you’ve left them‌ with. Yet even then, Delker points out that gaining this access can sometimes be an issue‌, too.

“When the beneficiary reaches the age of majority (18 or 21, depending on the state), they would have unfettered access to these funds, which might not always lead to the best financial decisions,” she says.

Fortunately, there's a common solution you can use to prevent your kids from overeager spending when they finally inherit the contents of your retirement account. 

We’ll get to that shortly. 

First, let’s take a quick look at the rules you’ll need to follow if you plan on naming a minor as the beneficiary on your 401(k) or individual retirement account (IRA).

What are the Rules For Child Beneficiaries?

what are the rules for child beneficiaries

“Naming a minor as your beneficiary is as simple as listing that minor's name and pertinent information as the beneficiary on the IRA forms you fill out when opening an IRA account,” ‌explains Colby McFadden of Quiver Financial Holdings.

“However, that is not where people may want to focus their attention. It is what happens after that, in the event the account owner dies and the minor beneficiaries inherit the funds is where complications can arise.” he continues.

The rules on transfers to beneficiaries were recently overhauled thanks to the passing of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in 2019, which largely centers on the age of the beneficiary in question.

Under the SECURE Act, beneficiaries will normally need to receive the entire contents of the account within 10 years of your death. But this depends on how your 401(k) administrator classes your beneficiaries. 

“The Secure Act separates beneficiaries into three categories: eligible designated beneficiaries, designated beneficiaries, and others that are not considered designated beneficiaries,” McFadden says.

There are a range of specific guidelines around these categories, but the key point is that your kids need to be under 18 to be considered eligible designated beneficiaries.

If they’re over the age of majority in your state, they fit into the designated beneficiaries category. The “others” category of beneficiaries normally refers to non-living entities like trusts.

Assuming your kids are classed as eligible designated beneficiaries when you pass away, their mandatory 10-year payout period won’t start until they turn 21. This means they have to receive all the funds in your retirement account by age 31.

That being said, the law does require your child to get required minimum distributions (RMDs) from your account until they’re an adult. 

“Required minimum distributions (RMDs) are the minimum amounts you must withdraw from your retirement accounts each year” - IRS

A guardian or conservator will need to oversee these distributions and it’s important to note that your child will need to pay income tax on RMDs.

Why Create a Trust For Your Children?

There can be a couple of legal complications when you appoint minors as the beneficiary of your 401(k) and you might also be concerned about their financial literacy and how they’ll spend the money when they inherit it, which is why you may want to consider setting up a trust.

Instead of naming your child as your retirement account beneficiary, an increasingly popular option is to name a trust as your account beneficiary. You can then, in turn, name your children as beneficiaries of that trust. 

This process will give you slightly more control over what happens after your death.

“Opting for a family trust offers a layer of control beyond the usual parameters. It allows you to instill your values by specifying conditions for disbursements,” says John Grace, president and founder of Investor's Advantage Corporation.

“For instance, you can stipulate that funds be allocated for educational purposes, offering a lasting impact on the minor's life trajectory,” Grace explains.

You could also stipulate within the rules of your trust that your child can’t have the funds until they turn 25 rather than 21, or that the contents of the trust are disbursed in equal amounts over a certain number of years.

The two of the most popular types of trust for this purpose are conduit trusts and accumulation trusts:

  • Conduit trusts require all RMDs from your retirement account to be given to the minor in the same year that the trust receives it. Any sum beyond these required distributions can sit in trust at the discretion of the grantor’s wishes.


  • Accumulation trusts don’t require RMDs to be paid immediately to beneficiaries, meaning the funds can be held in the trust until the conditions of access that you set are met.

Although both of these trusts give you more control over how and when your children spend the money in your 401(k), it’s important to note that the SECURE Act’s 10-year rule still applies. 

That means the full contents of your 401(k) need to be passed on to your child beneficiary by the time they turn 31.

Guaranteeing Compliance and Staying Organized

Regardless of whether you opt to name a minor as an account beneficiary or set up a trust to disburse the contents of your 401(k), you must collect and maintain an organized database that includes all the documentation associated with your decision.

This includes a range of items like your will, 401(k) policy documentation, your child’s birth certificate, information about a potential guardian, a trust document, and everything in between.

That’s where an online Family Operating System® like Trustworthy can offer you peace of mind. Trustworthy lets you securely store digital copies of all your essential family documents in one place for easy access when the time comes.

You can curate, manage, and share necessary documentation with your financial planner, wealth advisor, accountant, and beneficiaries for collaboration and to ensure that all rules associated with your 401(k) or trust are upheld.

This guarantees that all required documentation that your children need to inherit the wealth you’ve built is always safe and those documents will also be accessible to the people who need them if something happens to you.

Get organized for the future using Trustworthy.

Frequently Asked Questions

​​What is the Difference Between a 401(k) and an IRA?

Although a 401(k) plan and an IRA are both retirement accounts, 401(k)s are offered through your employer. You must set up your own IRA, which is normally offered by a bank or broker.

How Many Beneficiaries Can You Have on a 401(k)?

Most 401(k) plans will let you name up to 10 primary beneficiaries. You can also typically name up to 10 secondary beneficiaries.

Can a Non-US Citizen be a 401(k) Beneficiary?

Yes, most 401(k) plans will let you name a beneficiary whether they’re a permanent US resident, temporary worker, or a non-resident alien.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

Try Trustworthy today.

Try the Family Operating System® for yourself. You (and your family) will love it.

No credit card required.

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handle negative aspects of the deceased's life in a eulogy

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more then one eulogy at a funeral
more then one eulogy at a funeral
more then one eulogy at a funeral

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parent retirement pension
parent retirement pension
parent retirement pension

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death certificate copies
death certificate copies
death certificate copies

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can a eulogy be funny
can a eulogy be funny

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receive inheritance money without any issues
receive inheritance money without any issues
receive inheritance money without any issues

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tax refund of a deceased person
tax refund of a deceased person
tax refund of a deceased person

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how to start a eulogy
how to start a eulogy

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son talking to elder parents seriously
son talking to elder parents seriously
son talking to elder parents seriously

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how to cancel a deceased person's subscriptions
how to cancel a deceased person's subscriptions

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what should you not put in a eulogy
what should you not put in a eulogy
what should you not put in a eulogy

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how are estates distributed if there's no will
how are estates distributed if there's no will
how are estates distributed if there's no will

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microsoft word obituary template
microsoft word obituary template
microsoft word obituary template

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how to post an obituary on facebook
how to post an obituary on facebook

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death certificate for estate & probate process
death certificate for estate & probate process
death certificate for estate & probate process

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correct errors on a death certificate
correct errors on a death certificate
correct errors on a death certificate

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steps for writing a eulogy for mom
steps for writing a eulogy for mom
steps for writing a eulogy for mom

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steps for writing a eulogy for dad
steps for writing a eulogy for dad
steps for writing a eulogy for dad

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who does the obituary when someone dies
who does the obituary when someone dies
who does the obituary when someone dies

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Who Does The Obituary When Someone Dies?

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how-much-does-obituary-cost
how-much-does-obituary-cost

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reasons you need an obituary
reasons you need an obituary
reasons you need an obituary

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where do you post an obituary
where do you post an obituary
where do you post an obituary

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obituary vs death note
obituary vs death note
obituary vs death note

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buying a house with elderly parent
buying a house with elderly parent
buying a house with elderly parent

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trapped caring for elderly parents
trapped caring for elderly parents
trapped caring for elderly parents

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401k and minors
401k and minors

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How-to-Self-Direct-Your-401k
How-to-Self-Direct-Your-401k

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grandparents
grandparents
grandparents

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Estate Planning For Blended Families (Complete Guide)
Estate Planning For Blended Families (Complete Guide)

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Estate Planning For Physicians (Complete Guide)
Estate Planning For Physicians (Complete Guide)

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are you legally responsible for your elderly parents
are you legally responsible for your elderly parents
are you legally responsible for your elderly parents

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Are You Legally Responsible For Your Elderly Parents?

Multi-generational family walking through a field
Multi-generational family walking through a field
Multi-generational family walking through a field

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Retirement center
Retirement center
Retirement center

Jun 6, 2023

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Elderly parents with son
Elderly parents with son
Elderly parents with son

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Daughter helping her mom review paperwork
Daughter helping her mom review paperwork
Daughter helping her mom review paperwork

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Elderly parents signing documents
Elderly parents signing documents
Elderly parents signing documents

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Should Elderly Parents Sign Over Their House? Pros & Cons

A couple looking at their computer
A couple looking at their computer
A couple looking at their computer

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Helping elderly parents - the complete guide
Helping elderly parents - the complete guide

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Family seated on sofa having a discussion
Family seated on sofa having a discussion

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Trustworthy guide: How to organize your digital information

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Person signing a document
Person signing a document

Apr 15, 2023

Can My Husband Make a Will Without My Knowledge?

Son on father's shoulders
Son on father's shoulders
Son on father's shoulders

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A couple looking at a document with a calculator
A couple looking at a document with a calculator
A couple looking at a document with a calculator

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Can A Wife Sell Deceased Husband's Property (6 Rules)

Paper shredding
Paper shredding
Paper shredding

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Should I Shred Documents Of A Deceased Person? (5 Tips)

Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?
Can I Change My Power of Attorney Without A Lawyer?

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Can I Change My Power of Attorney Without A Lawyer?

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Can You Have Two Power of Attorneys? (A Lawyer Answers)
Can You Have Two Power of Attorneys? (A Lawyer Answers)

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Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Do Attorneys Keep Copies Of a Will? (4 Things To Know)
Do Attorneys Keep Copies Of a Will? (4 Things To Know)

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Do Attorneys Keep Copies Of a Will? (4 Things To Know)

Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)
Estate Planning for a Special Needs Child (Complete Guide)

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Estate Planning for a Special Needs Child (Complete Guide)

Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)
Estate Planning For Childless Couples (Complete Guide)

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Estate Planning For Childless Couples (Complete Guide)

Estate Planning For Elderly Parents
Estate Planning For Elderly Parents
Estate Planning For Elderly Parents

Apr 15, 2023

Estate Planning For Elderly Parents (Complete Guide)

Woman talking with an advisor in a house
Woman talking with an advisor in a house
Woman talking with an advisor in a house

Apr 15, 2023

Estate Planning For High Net Worth & Large Estates

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Estate Planning For Irresponsible Children (Complete Guide)
Estate Planning For Irresponsible Children (Complete Guide)

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Estate Planning For Irresponsible Children (Complete Guide)

How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?
How To Get Power of Attorney For Parent With Dementia?

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How To Get Power of Attorney For Parent With Dementia?

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I Lost My Power of Attorney Papers, Now What?
I Lost My Power of Attorney Papers, Now What?

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I Lost My Power of Attorney Papers, Now What?

White house
White house
White house

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Is It Wrong To Move Away From Elderly Parents? My Advice
Is It Wrong To Move Away From Elderly Parents? My Advice

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Moving An Elderly Parent Into Your Home: What To Know
Moving An Elderly Parent Into Your Home: What To Know

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Moving An Elderly Parent to Another State: What To Know
Moving An Elderly Parent to Another State: What To Know

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What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers
What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

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What If Witnesses To A Will Cannot Be Found? A Lawyer Answers

A couple reviewing documents and signing them
A couple reviewing documents and signing them
A couple reviewing documents and signing them

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A couple in a meeting with a professional
A couple in a meeting with a professional
A couple in a meeting with a professional

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Which Sibling Should Take Care of Elderly Parents?
Which Sibling Should Take Care of Elderly Parents?

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Which Sibling Should Take Care of Elderly Parents?

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Who Can Override A Power of Attorney? (A Lawyer Answers)
Who Can Override A Power of Attorney? (A Lawyer Answers)

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Who Can Override A Power of Attorney? (A Lawyer Answers)

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Can Power of Attorney Sell Property Before Death?
Can Power of Attorney Sell Property Before Death?

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Can Power of Attorney Sell Property Before Death?

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Person at a coffee shop using their laptop with a credit card in hand
Person at a coffee shop using their laptop with a credit card in hand

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Can The Executor Of A Will Access Bank Accounts? (Yes, Here's How)

Elderly parents working with a professional
Elderly parents working with a professional
Elderly parents working with a professional

Apr 15, 2023

Complete List of Things To Do For Elderly Parents (Checklist)

Reviewing paperwork with lawyer
Reviewing paperwork with lawyer
Reviewing paperwork with lawyer

Apr 15, 2023

How To Get Power of Attorney For A Deceased Person?

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How To Help Elderly Parents From A Distance? 7 Tips

Woman talking with her parents
Woman talking with her parents
Woman talking with her parents

Apr 15, 2023

Legal Documents For Elderly Parents: Checklist

House
House
House

Apr 15, 2023

Selling Elderly Parents Home: How To Do It + Mistakes To Avoid

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Elderly woman who looks like she has a headache
Elderly woman who looks like she has a headache

Apr 15, 2023

What To Do When A Sibling Is Manipulating Elderly Parents

Two men reviewing paperwork
Two men reviewing paperwork
Two men reviewing paperwork

Apr 6, 2023

Can An Out of State Attorney Write My Will? (A Lawyer Answers)

People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills
People working at a computer, working on a stack of bills

Mar 15, 2023

Settling an Estate: A Step-by-Step Guide

Check on the table
Check on the table
Check on the table

Feb 10, 2023

My Deceased Husband Received A Check In The Mail (4 Steps To Take)

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The Benefits of Working With an Experienced Estate Planning Attorney
The Benefits of Working With an Experienced Estate Planning Attorney

Feb 7, 2023

The Benefits of Working With an Experienced Estate Planning Attorney

How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)
How To Track Elderly Parents' Phone (2 Options)

Feb 6, 2023

How To Track Elderly Parents' Phone (2 Options)

Someone filling out a social security benefits application form
Someone filling out a social security benefits application form
Someone filling out a social security benefits application form

Feb 1, 2023

Can You Collect Your Parents' Social Security When They Die?

Veteran Benefits book
Veteran Benefits book
Veteran Benefits book

Feb 1, 2023

How Do I Stop VA Benefits When Someone Dies (Simple Guide)

Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand
Person typing on a laptop with a credit card in hand

Feb 1, 2023

Can You Pay Money Into A Deceased Person's Bank Account?

Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)
Deleting A Facebook Account When Someone Dies (Step by Step)

Feb 1, 2023

Deleting A Facebook Account When Someone Dies (Step by Step)

Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.
Two people sitting across a desk speaking to each other with papers on desk.

Feb 1, 2023

Does The DMV Know When Someone Dies?

Gavel
Gavel
Gavel

Feb 1, 2023

How To Find A Deceased Person's Lawyer (5 Ways)

How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)
How To Plan A Celebration Of Life (10 Steps With Examples)

Feb 1, 2023

How To Plan A Celebration Of Life (10 Steps With Examples)

How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide
How To Stop Mail Of A Deceased Person? A Simple Guide

Feb 1, 2023

How To Stop Mail Of A Deceased Person? A Simple Guide

Social security card, 1040 form
Social security card, 1040 form
Social security card, 1040 form

Feb 1, 2023

How to Stop Social Security Direct Deposit After Death

Firearm
Firearm
Firearm

Feb 1, 2023

How To Transfer Firearms From A Deceased Person (3 Steps)

How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)
How To Write An Obituary (5 Steps With Examples)

Feb 1, 2023

How To Write An Obituary (5 Steps With Examples)

Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)
Unlock iPhone When Someone Dies (5 Things To Try)

Feb 1, 2023

Unlock iPhone When Someone Dies (5 Things To Try)

Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road
Close-up of a tire on silver car on a road

Feb 1, 2023

What Happens To A Leased Vehicle When Someone Dies?

Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know
Do Wills Expire? 6 Things To Know

Jan 31, 2023

Do Wills Expire? 6 Things To Know

Person typing on a laptop
Person typing on a laptop
Person typing on a laptop

Jan 31, 2023

How To Get Into a Deceased Person's Computer (Microsoft & Apple)

Fingerprint documentation
Fingerprint documentation
Fingerprint documentation

Jan 31, 2023

Why Do Funeral Homes Take Fingerprints of the Deceased?

Foreclosure in front of a home
Foreclosure in front of a home
Foreclosure in front of a home

Jan 31, 2023

What To Do If Your Deceased Parents' Home Is In Foreclosure

Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)
Questions To Ask An Estate Attorney After Death (Checklist)

Jan 31, 2023

Questions To Ask An Estate Attorney After Death (Checklist)

Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer
Woman looking stressed while holding a document at her computer

Jan 31, 2023

What Happens If a Deceased Individual Owes Taxes?

Elderly people talking with professional
Elderly people talking with professional
Elderly people talking with professional

Jan 31, 2023

Components of Estate Planning: 6 Things To Consider

What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person
What To Do If Insurance Check Is Made Out To A Deceased Person

Jan 22, 2023

What To Do If Insurance Check Is Made Out To A Deceased Person

Scattered photograph negatives
Scattered photograph negatives
Scattered photograph negatives

Jan 8, 2023

What Does a Typical Estate Plan Include?

Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)
Can I Do A Video Will? (Is It Legitimate & What To Consider)

Apr 15, 2022

Can I Do A Video Will? (Is It Legitimate & What To Consider)

Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)
Estate Planning For Green Card Holders (Complete Guide)

Apr 15, 2022

Estate Planning For Green Card Holders (Complete Guide)

Chair in a bedroom
Chair in a bedroom
Chair in a bedroom

Mar 2, 2022

What Does Your “Property” Mean?

Gavel
Gavel
Gavel

Mar 2, 2022

What is the Uniform Trust Code? What is the Uniform Probate Code?

Female statue balancing scales
Female statue balancing scales
Female statue balancing scales

Mar 2, 2022

Do You Need to Avoid Probate?

Person signing document
Person signing document
Person signing document

Mar 2, 2022

How is a Trust Created?

stethoscope
stethoscope
stethoscope

Mar 2, 2022

What Are Advance Directives?

Couple standing on the beach
Couple standing on the beach
Couple standing on the beach

Mar 2, 2022

What does a Trustee Do?

Large house exterior
Large house exterior
Large house exterior

Mar 2, 2022

What is an Estate Plan? (And why you need one)

Gavel
Gavel
Gavel

Mar 2, 2022

What is Probate?

United States Map
United States Map
United States Map

Mar 2, 2022

What Is Your Domicile & Why It Matters

Man organizing paperwork
Man organizing paperwork
Man organizing paperwork

Mar 2, 2022

What Is a Power of Attorney for Finances?

A baby and toddler lying on a bed
A baby and toddler lying on a bed
A baby and toddler lying on a bed

Mar 1, 2022

Should your family consider an umbrella insurance policy?

Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks
Woman typing on laptop on a table with tea, plant, notebooks

Mar 1, 2022

Do I need a digital power of attorney?

Person signing documents
Person signing documents
Person signing documents

Apr 6, 2020

What Exactly is a Trust?