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Estate Planning

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  1. Simplifying Your Portfolio for Your Spouse

    Video Reports

    Mon, 13 Oct 2014

    2014 5 Keys to Retirement Investing special report. Jason Stipp: I'm Jason Stipp for Morningstar. A big part of estate planning is thinking about your investment portfolio and how that portfolio may need to transition to your spouse. Joining

    Estate Planning found at 0:05

    report. Jason Stipp: I'm Jason Stipp for Morningstar. A big part of estate planning is thinking about your investment portfolio and how that portfolio may need to transition to your spouse. Joining me with some tips
  2. What You Need to Know About Estate Planning Today

    Video Reports

    Fri, 10 Oct 2014

    week. Joining me to discuss the topic of estate planning and essential estate - planning documents is Deborah Jacobs. She is an estate - planning expert. Deborah, thank you so much for

    Estate Planning found at 0:10, 4:49, 7:59

    Keys to Retirement Investing week. Joining me to discuss the topic of estate planning and essential estate - planning documents is Deborah Jacobs. She is an estate - planning expert. Deborah, thank you so much for being here. Deborah Jacobs: I'm happy to be here. Thank you for having me. Benz: We are focusing on retirement planning all this week, and we'd like to look at estate planning . What essential documents should every pre-retiree and retiree be thinking of as they are setting the groundwork for their estate plans? Jacobs: Many people, when they think about estate planning , think it's a way of giving away their stuff, dealing with things that happen after they die. But the first chapter of my book, Estate Planning Smarts, has absolutely nothing to do with giving away your stuff. It involves planning for later stages of life, including events that
    That's very important. Although many people do not consider beneficiary designations as estate - planning documents, they for sure are. And a common misunderstanding is that retirement assets, for example, pass under a will or a living
    the other documents? Increasingly, there are services that offer to create an estate planning for you--to draft these powers-of-attorney documents, for example. Is that advisable? You certainly could save by doing that, and I think that's the big attraction. Are there drawbacks? And what should people know before they go to one of these [do-it-yourself] estate - planning kits? Jacobs: I like to collect stories of people who got burned this way because I think it's the best way to
  3. Do You Need A Trust?

    Video Reports

    Fri, 10 Oct 2014

    me to discuss that topic is estate - planning expert Deborah Jacobs. Deborah ..... say what they are. They were estate planning 101 even five years ago, but ..... bypass trust used to be a routine estate - planning mechanism to protect each person's

    Estate Planning found at 0:11, 9:02

    and do you need one? Joining me to discuss that topic is estate - planning expert Deborah Jacobs. Deborah, thank you so much for being here. Deborah Jacobs: Thank you for having me. Benz: Deborah, a lot
    to touch on bypass trusts: First, say what they are. They were estate planning 101 even five years ago, but perhaps they are less necessary now. Maybe we can talk about that? Jacobs: The bypass trust used to be a routine estate - planning mechanism to protect each person's exemption amount in marriages when the first spouse died. The reason this was necessary was that in
  4. Do You Have a Plan for Your Digital 'Estate'?

    Headlines

    Fri, 10 Oct 2014

    of the usual boxes on their estate - planning to-do lists may have overlooked ..... disabled. Just as traditional estate - planning relates to the management and ..... accounts and hard assets, digital estate - planning encompasses your digital possessions

  5. Dos and Don'ts for Leaving IRA Assets to Your Loved Ones

    Headlines

    Fri, 10 Oct 2014

    mind as you do so. Do Check with your estate - planning attorney before naming your IRA beneficiaries ..... spirit of what's spelled out in your estate - planning documents. A qualified estate - planning attorney should also be able to direct

  6. How to Handle Beneficiary Designations

    Headlines

    Fri, 10 Oct 2014

    you could end up creating an estate - planning headache for him or her, or ..... you could create or compound estate - planning issues for that person. (Again ..... attorney who specializes in estate planning first. He or she may recommend

  7. Morningstar.com's 5 Keys to Retirement Investing

    Headlines

    Wed, 8 Oct 2014

    management, withdrawal rates, Social Security decisions, estate planning , and more come into play. This week, we're helping ..... estate plan baseline Attention procrastinators: Yes, estate planning can get thorny, but getting the basics done can bring

  8. ETF Managed Portfolios Require a Dose of Caution

    Headlines

    Tue, 30 Sep 2014

    portfolio management part of their job, freeing them up to focus on other areas such as tax management, insurance, or estate planning if they believe they can add more value that way. ETF managed portfolios may be used independently or combined with

  9. The Medicare Taxes and You

    Headlines

    Thu, 11 Sep 2014

    investment and income needs. The tax information and estate planning information contained herein is general in nature ..... as legal or tax advice. Fidelity does not provide estate planning , legal, or tax advice. Fidelity cannot guarantee

  10. Four Reasons to Consider a Trust to Protect Your Assets

    Headlines

    Wed, 10 Sep 2014

    Individuals should consult their own legal and tax counsel as to matters discussed herein and before entering into any estate planning , trust, investment, retirement or insurance arrangement. Copyright Andrew H. Friedman 2014. Reprinted by permission

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