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October 2014 Archives

New 401(k) rule may help estate planning

As individuals approach retirement age, conversations about estate planning necessarily include a projection of retirement expenses. In a recent post, we noted that defined contribution plans, like 401(k) plans, might not encourage long-term projections because they result in a lump sum accumulation.

Do's & Don'ts Of Funeral/Estate Planning

Do provide your heirs with as much details as possible. For example; Don't write instructions such as "I want my ashes spread at sea."Do include more details such as, "I want my ashes spread over the Pacific ocean near the Santa Monica Pier. This way your heirs have better direction on how to carry out your wishes.
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