All Blog Posts Tagged 'probate' (3)

Retirement Accounts

What happens to your retirement accounts when you die?



Despite the rough economy, you’ll probably leave money in your retirement accounts when you die. Here is a brief overview of what will happen to those accounts. Also, to ensure that your loved ones take possession in ways that maximize value, here are some tips for you to follow today.



Probate & Taxes



The money passes directly to the beneficiaries you have named on the account.… Continue

Added by Melanie Cullen on August 21, 2009 at 10:00am — No Comments

What Is Probate?

What is it—and why does it have such a bad reputation?



We’ve all heard of probate, and it seems we all know it’s “bad” and to be avoided. But what is it really? And, given your circumstances, should you make arrangements to avoid it? If so, how can you do that?



First, an overview of what it is.



What is probate?



Probate is a legal process for…

Continue

Added by Melanie Cullen on August 11, 2009 at 11:00am — 3 Comments

Obtaining a death certificate

What is a death certificate—and why do loved ones need it?



A death certificate is the official record of the death of an individual and includes the dates of birth and death, gender, place of residence, and location and cause of death. It is prepared by the county health department, recorded in the county and maintained by county or state offices.



Why is it needed?



Other than simply recording the death, why do loved ones need it? Well, the agent of… Continue

Added by Melanie Cullen on May 14, 2009 at 12:00pm — 2 Comments

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