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Estate Planning

Read the latest Estate Planning Articles from Next Avenue.

The interior of a funeral accessories store that is selling coffins and various flower arrangements. Next Avenue

Putting My Affairs in Order

Acquiring a coffin and disposing of possessions in anticipation of the inevitable
April 10, 2024
A middle aged couple on their wedding day. Next Avenue

The Talk Over-50s Should Have Before Tying the Knot

Getting married in middle age or beyond is not only a significant personal milestone, it’s also one of the biggest financial decisions of your life
March 14, 2024
Two women smiling in a restaurant. Next Avenue, probate, heirs, estate planning

6 Ways to Save Your Heirs from a Painful Probate

Collect and organize all important papers, passwords and pin numbers, keep them up to date and tell your heirs where to find them
January 9, 2024
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An older couple talking with a lawyer about setting up their estate plan. Next Avenue, probate

3 Ways to Help Your Heirs Avoid Probate

A little planning ahead and some time with an estate lawyer or a computer program can save a lot of anguish and money down the road
January 8, 2024
Older mom and adult daughter. Next Avenue, naming trustee

Before Naming Trustees, Get Their Consent

The person you choose to inventory and distribute the assets of your estate should not learn that fact while deep in grief
December 22, 2023
Pat Miles and her husband smiling together outside. Next Avenue, preparing for the death of loved one

Are You Prepared for Death?

A former award-winning TV news anchor wants you to learn from her mistakes
December 21, 2023
A father and daughter after making a succession plan for their small business. Next Avenue

How to Make Your Business Outlive You

Losing the founder or long-time owner of an enterprise can leave the business adrift and shatter family relationships, but it doesn’t have to be that way
December 12, 2023
A mother and her daughter hugging on the couch at home. Next Avenue

The Chaos of Not Planning

How two financial planners unexpectedly found themselves navigating the health care system for aging family members
September 8, 2023
A couple working on their estate plan outside. Next Avenue

Charitable Giving After You're Gone

Planned giving enables you to control your wealth while you are living and enables your favorite charities to thrive after you have passed on
September 1, 2023
A clearing of trees in a forest. Next Avenue, land trusts, estate planning

Giving the Gift of Land

Conservation-based estate planning keeps land natural and intact for future generations
August 28, 2023
An illustration of an invisible person. Next Avenue, heirs, wills

Where’s Your Heir?

Locating missing heirs after the death of their benefactor can require detective work worthy of Sam Spade
July 3, 2023
An older couple outside of their home. Next Avenue, heirs, passing down your home

Do Your Heirs a Favor

Decide now what you want to do with the family home after you are gone — and then write it down and update as necessary
February 13, 2023
A man sitting alone in his dining room. Next Avenue, will, trusts, family dynamics

Where There’s a Will, There Can Be a War

How to forestall ill feelings — or worse — if you opt to distribute your estate unevenly among your heirs
October 13, 2022
A mother and daughter talking about her will. Next Avenue, what to do when parent dies without a will

Mom, Do You Have a Will?

How do you ask your loved ones if they have a valid will in place? Experts weigh in on the importance of the awkward question.
September 14, 2022
An older woman and her adult daughter talking about end-of-life planning while relaxing together. Next Avenue

End-of-life Planning Can Help Ease Family Burdens

From health care directives to funeral planning, preparation can bring peace of mind
April 11, 2022
An older couple hugging outside and smiling. Next Avenue, financial plan, death of spouse

Create A Financial Roadmap Before Your Spouse Dies

8 things you can do now to prevent administrative and financial disaster
April 7, 2022
An older adult looking at paperwork with their lawyer. Next Avenue, left out of will

What Can I Do If I'm Left Out of a Will?

There are common reasons for challenging a will — it's important to weigh the risks and rewards first
March 31, 2022
An old close-up photo of Whitney Houston when she preformed the national anthem at the Superbowl in 1991. Next Avenue, dying without a will

Preventing the Horrors of Dying Without a Will

Having important conversations and making plans is a gift to your family
March 21, 2022
An older couple having a serious conversation at home. Next Avenue, writing a will

6 Reasons You're Putting Off Writing a Will and How to Overcome Them

It's an important task that is easy to procrastinate, but here's why you shouldn't
February 25, 2022
A person signing their last will and testament. Next Avenue, estate planning mistakes

3 Estate Planning Mistakes to Avoid

How to recognize common estate planning pitfalls so you and your family won't get tripped up
October 28, 2021
A safety deposit vault at a bank. Next Avenue, beneficiaries, bank accounts, beneficiary

2 Ways to Give Loved Ones Access to Your Bank Accounts After You Die

What to know about POD accounts and joint-ownership accounts
September 29, 2021
Bob Ross standing with a painter's palate and a painting. Next Avenue, Bob Ross estate, inheritance, business owners

What the Bob Ross Estate Fight Can Teach Business Owners

4 key lessons for entrepreneurs from "The Joy of Painting" host's legal battles
September 14, 2021
Man at computer, digital estate plan, Next Avenue

Why You Need a Digital Estate Plan and How to Make One

Advice from the authors of 'In Case You Get Hit By a Bus'
January 1, 2021
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