Dolans.com - Estate Planning

Document Checklist: Managing Your Aging Parents' Finances

Ken & Daria Dolan — Thu, 05 Nov 2009 21:11:32 GMT

If something happened and you needed to jump into your parents' financial affairs, could you? Too many of us put off talking to our aging parents about money until it is too late. Here's a list of financial documents you need to be able to locate.

Daily Dish Tip: Where NOT to Keep Your Will

Ken & Daria Dolan — Tue, 03 Nov 2009 18:30:26 GMT

Today's Tip: We all know that we need to keep our will in a safe place. One option that many people consider is a safe-deposit box. Bad move!

Most states require a bank to seal a safe-deposit box upon the death of it's owner until the contents are inspected and a proper death certificate is provided.

We suggest you keep an original copy in your lawyer's office, keep an unsigned copy in your files at home and give an unsigned copy to a close friend or family member.

8 Estate Planning Mistakes to Avoid

Ken Dolan — Wed, 07 Oct 2009 15:52:00 GMT

We know that a subject that involves talking about death is absolutely no fun. In fact, it's a little depressing, but very necessary. You owe it to yourself and, most of all, to your heirs to suck it up and make some smart estate planning decisions that will pay huge dividends when you're gone.

Check Your Beneficiaries Today!

Ken Dolan — Thu, 24 Sep 2009 18:41:00 GMT

When your first open and IRA, 401(k) or annuity, you're asked to name a beneficiary. Do you even remember who you chose? For the sake of your loved ones, it's time to check your accounts and make sure your money will go to the right people when you're gone.

Love The Second Time Around!

Ken Dolan — Tue, 05 Feb 2008 20:56:23 GMT

A remarriage and blending of families can bring much a lot of excitement and joy--but also many financial headaches. Talking about details such as wills and estate benefits are crucial to avoiding legal problems down the road. Here's how to kick off your new life together the right way.

Smart Estate Planning Strategies for a Remarriage

Ken Dolan — Thu, 01 Nov 2007 22:57:42 GMT

A remarriage and blending of families can bring much excitement and joy - but also many financial headaches. It may not be all that romantic, but talking about these details are crucial to avoiding legal problems down the road. Here's how to kick off your new life together the right way.

Do You Need a Living Trust?

Ken Dolan — Fri, 21 Sep 2007 22:48:30 GMT

As you consider your estate planning strategy, you may want to look into a living trust. For some, this option offers many smart money advantages over a will - such as avoiding costly probate court and taking care of your needs while you're alive. Here are the facts about living trusts to help you decide if they are right for you and your loved ones.

Choosing the Right Trustee

Ken Dolan — Fri, 21 Sep 2007 22:24:14 GMT

The trustee you choose may be in charge of your money for years, so it's important to pick the right person. These are assets you've put together for your loved ones - don't entrust them to just anyone! How do you determine who is best for the job? Here are three key points to consider as you mull over potential trustees.