The card went up under a magnet so you would see it every day and call. That was years ago. 73 percent of Americans say estate planning matters to them, and 56 percent have not signed a single document. Day one of The Fridge List: the call is smaller than the dread. Here is what it actually sounds l
A couple we work with gave their beneficiary planning box a name, and somewhere along the way, Bob became part of the family. This is a story about paperwork, which means it is really a story about love, new grandkids, and the kindest gift you can leave on a shelf.
Funeral insurance and a prepaid funeral are two answers to the same question, and plenty of people are quietly paying for both. Here is what each one actually is, the federal rule that protects you at the funeral home, and the one conversation that keeps you from buying the same peace of mind twice.
The finale of our week on the receiving end of inheritance. After the IRA, the house, and the folder, one pattern is left standing: the inheritances that change lives are never the biggest ones. They are the planned ones.
Someday your family will open a folder. What they find inside is up to you. Day four of our series: the first thirty days from your kids' side of the table, and the program we built at ARA so that month arrives organized instead of overwhelming.
Day three of our series from the heir's side of the table. The quiet tax gift buried in an inherited home, the twenty-minute deed that skips the courthouse, why Arizona and Nevada families get an advantage most articles never mention, and the three-siblings-one-house problem.