Estate Planning

Estate Planning For Childless Couples (Complete Guide)

Estate Planning For Childless Couples (Complete Guide)
Trustworthy icon

Ty McDuffey

Apr 15, 2023

A widespread misconception about estate planning is that it is exclusively for married couples or people with kids.

Even though estate planning is essential for parents, it is also essential for individuals who do not have children.

However, estate planning for childless couples can be a challenging undertaking. 

You and your spouse will need to sit down and talk about each of your assets and choose an executor. 

These may be challenging talks to conduct with or without kids.

An estate plan must be made available to ensure that your desires are carried out in the event of your death. 

Fortunately, whether you have children or not, Trustworthy strives to make the estate planning procedure as straightforward as possible. 

With Trustworthy, you can share and revise your estate planning documents with your spouse in one safe, convenient place. Try your 14-day free trial with Trustworthy today. 

Before you start estate planning, the following article will help address the following concerns:

  • Is a will necessary if you do not have children?

  • How to create an estate plan in the absence of children

  • Estate planning suggestions for childless couples

What Is the Inheritance Hierarchy?

While the procedure varies by state, the inheritance hierarchy often proceeds as follows: 

  1. Surviving spouse

  2. Children

  3. Grandchildren

If no relatives can be found, your assets may be distributed to your parents, grandparents, siblings, nephews, nieces, or even the state.

Is a Will Necessary if You Do Not Have Children?

Couple chatting with a professional advisor

For many people, having a family is a significant indication that it is time to create an estate plan. 

In actuality, various life events can serve as triggers to begin estate planning. 

One estate planning benchmark is to write a will when you reach the age of 18, but you might also want to start estate planning when you get married, open a savings account, or travel overseas. 

Each of these occasions is significant because a comprehensive estate plan entails more than simply handing along family items. 

Those who do not have kids still have assets and cash that they might leave to others, such as their family members, surviving spouses, or charity organizations. 

Estate planning is the safest way to guarantee that your last intentions are carried out and that your spouse is cared for after death. Your estate plan may also function as a healthcare directive if you cannot make such choices.

How to Create an Estate Plan in the Absence of Children

When you have no kids, estate planning will require facing some potentially tricky questions concerning your end-of-life preferences. 

Most importantly, you must decide on a healthcare directive and how you'd like your assets to be allocated. 

The next stage in estate planning without kids is deciding where you want your money and assets to go. This might include inheritances to nieces and nephews, siblings, family acquaintances, and even philanthropic organizations. 

The essential thing to remember when delegating your assets is to do it in a manner that is comfortable for you. 

How to Appoint an Executor in Your Will

Next, it is crucial to select an executor for your will.

An executor's responsibility is to carry out the provisions of your last will. 

An executor is a person in charge of final financial matters, debt payments, and asset distribution. 

The idea is to choose someone you can trust for the task. You may select a brother, nephew, niece, or close acquaintance. You may choose whomever you want as long as they decide to play the part.

You may still be thinking, "I don't have anyone to be the executor of my will," and that's OK. For various reasons, such as living far away, friends and family often cannot take on the position. 

It is advised in these instances to appoint a professional executor, such as a lawyer or an accountant. By hiring an expert, you can ensure that even the most intricate estate plans are completed properly. Even couples with kids may choose to hire a professional.

Estate Planning Suggestions for Childless Couples

Without kids or heirs in mind, estate planning might be scary. Here are a few more pointers to get you started:

  • It is always possible to leave assets to charity: If you're wondering what to do if you don't have heirs, try giving money to a charity that you support. Many people will give cash or assets to organizations they support to lower total estate taxes.

  • Be bold and seek expert assistance: If you need clarification on how the estate planning procedure works without kids, contact a professional attorney to assist you with the estate planning process.

  • Begin planning early: In our world, anything can happen. You should create an estate plan as soon as feasible. This will assist in guaranteeing that your healthcare desires are carried out, and your assets are protected.

Should I Get Authority via a Power of Attorney?

Couple chatting with a power of attorney

Who will make financial choices on your behalf if you and your spouse become incapacitated? A power of attorney (POA) allows you to choose someone.

You may use this agreement to designate someone to manage tasks such as paying bills, managing investments, and dealing with property concerns if you are unable to do so yourself. 

This person will have a fiduciary obligation to act in your best interests, but they will also have a lot of unrestricted authority to act on your behalf, so select someone you truly trust.

POAs are classified into three types:

  1. Durable power of attorney: begins when you sign it and continues in force throughout your lifetime, even if you become incompetent. You may designate which sectors your POA will cover, such as investing, banking, real estate, and so on.

  2. Springing POA: With this sort of document, you decide when it becomes effective (for instance, if you become incapacitated). Make the "springing" occurrence clear, so there is no mistake.

  3. General POA: It takes effect immediately after you sign it, and you may revoke it at any time, but it expires if you become disabled.

Don't Forget to Think About Your Pets

Many childless couples have pets that they adore as much as a kid. If you are one of them, you must prepare for their care when you cannot care for them yourself. 

You could name someone in your will to care for your animal, but that person may not want the responsibility. So, if that's the road you want to follow, be sure the person you've chosen agrees to be your pet's caregiver ahead of time.

You may also put money into a trust for the animal's care, or you can choose an organization that will provide lifelong care for your pet using the money you set aside for that reason. 

Nonprofits such as paws.org, for example, will offer lifelong care for your animal if you make a bequest to them. For further information, please contact the organization directly.

Making Plans for Long-Term Care

Image of an estate planning kit document

Whether or not you have children, budgeting for long-term care costs is an important aspect of any financial strategy. 

One of the most popular misunderstandings regarding long-term care is that it will be paid for by the government, which is not always the case. 

The average annual cost of residential care facility fees is on the rise. These costs must be included in any long-term financial strategy. 

Before giving or spending large quantities of money, a financial planner should consider the expense of care costs to ensure that you can afford to pay them and do not leave yourself short in the future.

Can I Appoint Alternate Heirs?

Individuals without heirs may select a beneficiary to receive their assets rather than letting the state decide. It may be a family member, a friend, or a nonprofit organization—anyone except the lawyer who created your will. 

If you are interested in charity, you have various alternatives, including:

  1. Restricted charitable residual trusts: The contributor obtains an instant charitable deduction for the money or other property given to this irrevocable trust. The contributor also gets a stream of income from the trust for years or life, and the leftover assets are distributed to a selected charity following the donor's passing.

  2. Donor-advised funds (DAFs): The contributor makes a tax-deductible irrevocable donation of cash, stocks, or valued non-financial assets; the donor may invest funds for potential future development and suggest distributions to qualifying 501(c)(3) organizations.

  3. Private foundations: This kind of charitable organization is usually founded by an individual or a family with a tax-deductible gift and is overseen by a board of trustees or directors, who may be compensated for their actions and have control over all assets; grants are not confined to eligible 501(c)(3) charities.

The decision between these is based on personal criteria such as how much supervision you want and if additional family members will be engaged.

Before adopting one of these charitable options, consult with your financial counselor and a tax specialist with a background in charitable giving.

How Can Trustworthy Help?

Creating an estate plan is a daunting and often disregarded undertaking. 

However, the significance of a will or trust cannot be overstated, especially when it comes to estate planning for childless couples. 

These legal agreements not only delegate your possessions and belongings but may also direct end-of-life care in particular instances. 

Take the time now to plan out these options; the estate planning procedure may bring peace of mind to those who do not have children. 

If you'd like to share and revise your estate planning documents from the comfort of your own home, Trustworthy can help. Please look at our features to learn more about the Trustworthy operating system today. 

Estate Planning

Estate Planning For Childless Couples (Complete Guide)

Estate Planning For Childless Couples (Complete Guide)
Trustworthy icon

Ty McDuffey

Apr 15, 2023

A widespread misconception about estate planning is that it is exclusively for married couples or people with kids.

Even though estate planning is essential for parents, it is also essential for individuals who do not have children.

However, estate planning for childless couples can be a challenging undertaking. 

You and your spouse will need to sit down and talk about each of your assets and choose an executor. 

These may be challenging talks to conduct with or without kids.

An estate plan must be made available to ensure that your desires are carried out in the event of your death. 

Fortunately, whether you have children or not, Trustworthy strives to make the estate planning procedure as straightforward as possible. 

With Trustworthy, you can share and revise your estate planning documents with your spouse in one safe, convenient place. Try your 14-day free trial with Trustworthy today. 

Before you start estate planning, the following article will help address the following concerns:

  • Is a will necessary if you do not have children?

  • How to create an estate plan in the absence of children

  • Estate planning suggestions for childless couples

What Is the Inheritance Hierarchy?

While the procedure varies by state, the inheritance hierarchy often proceeds as follows: 

  1. Surviving spouse

  2. Children

  3. Grandchildren

If no relatives can be found, your assets may be distributed to your parents, grandparents, siblings, nephews, nieces, or even the state.

Is a Will Necessary if You Do Not Have Children?

Couple chatting with a professional advisor

For many people, having a family is a significant indication that it is time to create an estate plan. 

In actuality, various life events can serve as triggers to begin estate planning. 

One estate planning benchmark is to write a will when you reach the age of 18, but you might also want to start estate planning when you get married, open a savings account, or travel overseas. 

Each of these occasions is significant because a comprehensive estate plan entails more than simply handing along family items. 

Those who do not have kids still have assets and cash that they might leave to others, such as their family members, surviving spouses, or charity organizations. 

Estate planning is the safest way to guarantee that your last intentions are carried out and that your spouse is cared for after death. Your estate plan may also function as a healthcare directive if you cannot make such choices.

How to Create an Estate Plan in the Absence of Children

When you have no kids, estate planning will require facing some potentially tricky questions concerning your end-of-life preferences. 

Most importantly, you must decide on a healthcare directive and how you'd like your assets to be allocated. 

The next stage in estate planning without kids is deciding where you want your money and assets to go. This might include inheritances to nieces and nephews, siblings, family acquaintances, and even philanthropic organizations. 

The essential thing to remember when delegating your assets is to do it in a manner that is comfortable for you. 

How to Appoint an Executor in Your Will

Next, it is crucial to select an executor for your will.

An executor's responsibility is to carry out the provisions of your last will. 

An executor is a person in charge of final financial matters, debt payments, and asset distribution. 

The idea is to choose someone you can trust for the task. You may select a brother, nephew, niece, or close acquaintance. You may choose whomever you want as long as they decide to play the part.

You may still be thinking, "I don't have anyone to be the executor of my will," and that's OK. For various reasons, such as living far away, friends and family often cannot take on the position. 

It is advised in these instances to appoint a professional executor, such as a lawyer or an accountant. By hiring an expert, you can ensure that even the most intricate estate plans are completed properly. Even couples with kids may choose to hire a professional.

Estate Planning Suggestions for Childless Couples

Without kids or heirs in mind, estate planning might be scary. Here are a few more pointers to get you started:

  • It is always possible to leave assets to charity: If you're wondering what to do if you don't have heirs, try giving money to a charity that you support. Many people will give cash or assets to organizations they support to lower total estate taxes.

  • Be bold and seek expert assistance: If you need clarification on how the estate planning procedure works without kids, contact a professional attorney to assist you with the estate planning process.

  • Begin planning early: In our world, anything can happen. You should create an estate plan as soon as feasible. This will assist in guaranteeing that your healthcare desires are carried out, and your assets are protected.

Should I Get Authority via a Power of Attorney?

Couple chatting with a power of attorney

Who will make financial choices on your behalf if you and your spouse become incapacitated? A power of attorney (POA) allows you to choose someone.

You may use this agreement to designate someone to manage tasks such as paying bills, managing investments, and dealing with property concerns if you are unable to do so yourself. 

This person will have a fiduciary obligation to act in your best interests, but they will also have a lot of unrestricted authority to act on your behalf, so select someone you truly trust.

POAs are classified into three types:

  1. Durable power of attorney: begins when you sign it and continues in force throughout your lifetime, even if you become incompetent. You may designate which sectors your POA will cover, such as investing, banking, real estate, and so on.

  2. Springing POA: With this sort of document, you decide when it becomes effective (for instance, if you become incapacitated). Make the "springing" occurrence clear, so there is no mistake.

  3. General POA: It takes effect immediately after you sign it, and you may revoke it at any time, but it expires if you become disabled.

Don't Forget to Think About Your Pets

Many childless couples have pets that they adore as much as a kid. If you are one of them, you must prepare for their care when you cannot care for them yourself. 

You could name someone in your will to care for your animal, but that person may not want the responsibility. So, if that's the road you want to follow, be sure the person you've chosen agrees to be your pet's caregiver ahead of time.

You may also put money into a trust for the animal's care, or you can choose an organization that will provide lifelong care for your pet using the money you set aside for that reason. 

Nonprofits such as paws.org, for example, will offer lifelong care for your animal if you make a bequest to them. For further information, please contact the organization directly.

Making Plans for Long-Term Care

Image of an estate planning kit document

Whether or not you have children, budgeting for long-term care costs is an important aspect of any financial strategy. 

One of the most popular misunderstandings regarding long-term care is that it will be paid for by the government, which is not always the case. 

The average annual cost of residential care facility fees is on the rise. These costs must be included in any long-term financial strategy. 

Before giving or spending large quantities of money, a financial planner should consider the expense of care costs to ensure that you can afford to pay them and do not leave yourself short in the future.

Can I Appoint Alternate Heirs?

Individuals without heirs may select a beneficiary to receive their assets rather than letting the state decide. It may be a family member, a friend, or a nonprofit organization—anyone except the lawyer who created your will. 

If you are interested in charity, you have various alternatives, including:

  1. Restricted charitable residual trusts: The contributor obtains an instant charitable deduction for the money or other property given to this irrevocable trust. The contributor also gets a stream of income from the trust for years or life, and the leftover assets are distributed to a selected charity following the donor's passing.

  2. Donor-advised funds (DAFs): The contributor makes a tax-deductible irrevocable donation of cash, stocks, or valued non-financial assets; the donor may invest funds for potential future development and suggest distributions to qualifying 501(c)(3) organizations.

  3. Private foundations: This kind of charitable organization is usually founded by an individual or a family with a tax-deductible gift and is overseen by a board of trustees or directors, who may be compensated for their actions and have control over all assets; grants are not confined to eligible 501(c)(3) charities.

The decision between these is based on personal criteria such as how much supervision you want and if additional family members will be engaged.

Before adopting one of these charitable options, consult with your financial counselor and a tax specialist with a background in charitable giving.

How Can Trustworthy Help?

Creating an estate plan is a daunting and often disregarded undertaking. 

However, the significance of a will or trust cannot be overstated, especially when it comes to estate planning for childless couples. 

These legal agreements not only delegate your possessions and belongings but may also direct end-of-life care in particular instances. 

Take the time now to plan out these options; the estate planning procedure may bring peace of mind to those who do not have children. 

If you'd like to share and revise your estate planning documents from the comfort of your own home, Trustworthy can help. Please look at our features to learn more about the Trustworthy operating system today. 

Estate Planning

Estate Planning For Childless Couples (Complete Guide)

Estate Planning For Childless Couples (Complete Guide)
Trustworthy icon

Ty McDuffey

Apr 15, 2023

A widespread misconception about estate planning is that it is exclusively for married couples or people with kids.

Even though estate planning is essential for parents, it is also essential for individuals who do not have children.

However, estate planning for childless couples can be a challenging undertaking. 

You and your spouse will need to sit down and talk about each of your assets and choose an executor. 

These may be challenging talks to conduct with or without kids.

An estate plan must be made available to ensure that your desires are carried out in the event of your death. 

Fortunately, whether you have children or not, Trustworthy strives to make the estate planning procedure as straightforward as possible. 

With Trustworthy, you can share and revise your estate planning documents with your spouse in one safe, convenient place. Try your 14-day free trial with Trustworthy today. 

Before you start estate planning, the following article will help address the following concerns:

  • Is a will necessary if you do not have children?

  • How to create an estate plan in the absence of children

  • Estate planning suggestions for childless couples

What Is the Inheritance Hierarchy?

While the procedure varies by state, the inheritance hierarchy often proceeds as follows: 

  1. Surviving spouse

  2. Children

  3. Grandchildren

If no relatives can be found, your assets may be distributed to your parents, grandparents, siblings, nephews, nieces, or even the state.

Is a Will Necessary if You Do Not Have Children?

Couple chatting with a professional advisor

For many people, having a family is a significant indication that it is time to create an estate plan. 

In actuality, various life events can serve as triggers to begin estate planning. 

One estate planning benchmark is to write a will when you reach the age of 18, but you might also want to start estate planning when you get married, open a savings account, or travel overseas. 

Each of these occasions is significant because a comprehensive estate plan entails more than simply handing along family items. 

Those who do not have kids still have assets and cash that they might leave to others, such as their family members, surviving spouses, or charity organizations. 

Estate planning is the safest way to guarantee that your last intentions are carried out and that your spouse is cared for after death. Your estate plan may also function as a healthcare directive if you cannot make such choices.

How to Create an Estate Plan in the Absence of Children

When you have no kids, estate planning will require facing some potentially tricky questions concerning your end-of-life preferences. 

Most importantly, you must decide on a healthcare directive and how you'd like your assets to be allocated. 

The next stage in estate planning without kids is deciding where you want your money and assets to go. This might include inheritances to nieces and nephews, siblings, family acquaintances, and even philanthropic organizations. 

The essential thing to remember when delegating your assets is to do it in a manner that is comfortable for you. 

How to Appoint an Executor in Your Will

Next, it is crucial to select an executor for your will.

An executor's responsibility is to carry out the provisions of your last will. 

An executor is a person in charge of final financial matters, debt payments, and asset distribution. 

The idea is to choose someone you can trust for the task. You may select a brother, nephew, niece, or close acquaintance. You may choose whomever you want as long as they decide to play the part.

You may still be thinking, "I don't have anyone to be the executor of my will," and that's OK. For various reasons, such as living far away, friends and family often cannot take on the position. 

It is advised in these instances to appoint a professional executor, such as a lawyer or an accountant. By hiring an expert, you can ensure that even the most intricate estate plans are completed properly. Even couples with kids may choose to hire a professional.

Estate Planning Suggestions for Childless Couples

Without kids or heirs in mind, estate planning might be scary. Here are a few more pointers to get you started:

  • It is always possible to leave assets to charity: If you're wondering what to do if you don't have heirs, try giving money to a charity that you support. Many people will give cash or assets to organizations they support to lower total estate taxes.

  • Be bold and seek expert assistance: If you need clarification on how the estate planning procedure works without kids, contact a professional attorney to assist you with the estate planning process.

  • Begin planning early: In our world, anything can happen. You should create an estate plan as soon as feasible. This will assist in guaranteeing that your healthcare desires are carried out, and your assets are protected.

Should I Get Authority via a Power of Attorney?

Couple chatting with a power of attorney

Who will make financial choices on your behalf if you and your spouse become incapacitated? A power of attorney (POA) allows you to choose someone.

You may use this agreement to designate someone to manage tasks such as paying bills, managing investments, and dealing with property concerns if you are unable to do so yourself. 

This person will have a fiduciary obligation to act in your best interests, but they will also have a lot of unrestricted authority to act on your behalf, so select someone you truly trust.

POAs are classified into three types:

  1. Durable power of attorney: begins when you sign it and continues in force throughout your lifetime, even if you become incompetent. You may designate which sectors your POA will cover, such as investing, banking, real estate, and so on.

  2. Springing POA: With this sort of document, you decide when it becomes effective (for instance, if you become incapacitated). Make the "springing" occurrence clear, so there is no mistake.

  3. General POA: It takes effect immediately after you sign it, and you may revoke it at any time, but it expires if you become disabled.

Don't Forget to Think About Your Pets

Many childless couples have pets that they adore as much as a kid. If you are one of them, you must prepare for their care when you cannot care for them yourself. 

You could name someone in your will to care for your animal, but that person may not want the responsibility. So, if that's the road you want to follow, be sure the person you've chosen agrees to be your pet's caregiver ahead of time.

You may also put money into a trust for the animal's care, or you can choose an organization that will provide lifelong care for your pet using the money you set aside for that reason. 

Nonprofits such as paws.org, for example, will offer lifelong care for your animal if you make a bequest to them. For further information, please contact the organization directly.

Making Plans for Long-Term Care

Image of an estate planning kit document

Whether or not you have children, budgeting for long-term care costs is an important aspect of any financial strategy. 

One of the most popular misunderstandings regarding long-term care is that it will be paid for by the government, which is not always the case. 

The average annual cost of residential care facility fees is on the rise. These costs must be included in any long-term financial strategy. 

Before giving or spending large quantities of money, a financial planner should consider the expense of care costs to ensure that you can afford to pay them and do not leave yourself short in the future.

Can I Appoint Alternate Heirs?

Individuals without heirs may select a beneficiary to receive their assets rather than letting the state decide. It may be a family member, a friend, or a nonprofit organization—anyone except the lawyer who created your will. 

If you are interested in charity, you have various alternatives, including:

  1. Restricted charitable residual trusts: The contributor obtains an instant charitable deduction for the money or other property given to this irrevocable trust. The contributor also gets a stream of income from the trust for years or life, and the leftover assets are distributed to a selected charity following the donor's passing.

  2. Donor-advised funds (DAFs): The contributor makes a tax-deductible irrevocable donation of cash, stocks, or valued non-financial assets; the donor may invest funds for potential future development and suggest distributions to qualifying 501(c)(3) organizations.

  3. Private foundations: This kind of charitable organization is usually founded by an individual or a family with a tax-deductible gift and is overseen by a board of trustees or directors, who may be compensated for their actions and have control over all assets; grants are not confined to eligible 501(c)(3) charities.

The decision between these is based on personal criteria such as how much supervision you want and if additional family members will be engaged.

Before adopting one of these charitable options, consult with your financial counselor and a tax specialist with a background in charitable giving.

How Can Trustworthy Help?

Creating an estate plan is a daunting and often disregarded undertaking. 

However, the significance of a will or trust cannot be overstated, especially when it comes to estate planning for childless couples. 

These legal agreements not only delegate your possessions and belongings but may also direct end-of-life care in particular instances. 

Take the time now to plan out these options; the estate planning procedure may bring peace of mind to those who do not have children. 

If you'd like to share and revise your estate planning documents from the comfort of your own home, Trustworthy can help. Please look at our features to learn more about the Trustworthy operating system today. 

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

Nov 1, 2023

How Much Does It Cost To Publish An Obituary? Breaking It Down

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

Nov 1, 2023

6 Reasons You Need an Obituary (Plus 6 Reasons You Don't)

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

Oct 30, 2023

Where Do You Post an Obituary: A Step-By-Step Guide

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

Oct 30, 2023

Obituary vs Death Note: What Are the Key Differences?

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

Oct 5, 2023

Buying A House With Elderly Parent: 10 Things To Know

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

Sep 14, 2023

I'm Trapped Caring for Elderly Parents

401k and minors
401k and minors
401k and minors

Oct 5, 2023

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

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

Sep 12, 2023

How to Self-Direct Your 401(k): Take Control of Your Retirement

grandparents
grandparents
grandparents

Aug 3, 2023

The Ultimate Guide to Decluttering and Simplifying Your Home as You Age

Aug 3, 2023

The Essential Guide to Preparing for Retirement

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

Aug 3, 2023

Estate Planning For Blended Families (Complete Guide)

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

Aug 3, 2023

Estate Planning For Physicians (Complete Guide)

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

Jul 14, 2023

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

Jun 7, 2023

How To Travel With Elderly Parent: Here's How to Prepare

Retirement center
Retirement center
Retirement center

Jun 6, 2023

Checklist For Moving A Parent To Assisted Living

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

Jun 6, 2023

How to Set Up A Trust For An Elderly Parent: 6 Easy Steps

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

Jun 6, 2023

How To Stop Elderly Parents From Giving Money Away (9 Tips)

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

Jun 6, 2023

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

May 17, 2023

Estate Planning: A Comprehensive Guide

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

May 2, 2023

Helping Elderly Parents: The Complete Guide

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

May 1, 2023

Trustworthy guide: How to organize your digital information

Person signing a document
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

Apr 15, 2023

What is a Last Will and Testament (also known as a Will)?

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

Apr 15, 2023

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

Paper shredding
Paper shredding
Paper shredding

Apr 15, 2023

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?

Apr 15, 2023

Can I Change My Power of Attorney Without A Lawyer?

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

Apr 15, 2023

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

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)

Apr 15, 2023

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)

Apr 15, 2023

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)

Apr 15, 2023

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

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

Apr 15, 2023

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?

Apr 15, 2023

How To Get Power of Attorney For Parent With Dementia?

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

Apr 15, 2023

I Lost My Power of Attorney Papers, Now What?

White house
White house
White house

Apr 15, 2023

Is It Better To Sell or Rent An Inherited House? (Pros & Cons)

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

Apr 15, 2023

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

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

Apr 15, 2023

Moving An Elderly Parent Into Your Home: What To Know

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

Apr 15, 2023

Moving An Elderly Parent to Another State: What To Know

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

Apr 15, 2023

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

Apr 15, 2023

What To Bring To Estate Planning Meeting (Checklist)

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

Apr 15, 2023

When Should You Get An Estate Plan? (According To A Lawyer)

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

Apr 15, 2023

Which Sibling Should Take Care of Elderly Parents?

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

Apr 15, 2023

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

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

Apr 15, 2023

Can Power of Attorney Sell Property Before Death?

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

Apr 15, 2023

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?

Apr 15, 2023

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

Elderly woman who looks like she has a headache
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)

The Benefits of Working With an Experienced Estate Planning Attorney
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?