Financial institutions often don’t recognize your Power of Attorney. Follow this process to authorize access to your Fidelity and Vanguard accounts.
How to Split an Existing I Bond for Multiple Beneficiaries
You can name only one beneficiary on a savings bond. If you’d like to name two or more beneficiaries, you have to split your bond into multiple parts.
How to Add a Joint Owner or Change Beneficiary on I Bonds
You set a secondary owner or beneficiary when you buy I Bonds in TreasuryDirect. You can still add a joint owner or change the beneficiary at any time.
Create a Simple Revocable Living Trust with Software for I Bonds
It’s easy to create a simple revocable living trust with DIY legal books and software. You can buy additional $10,000 in I Bonds per year for each trust.
Maintaining and Executing An Estate Plan
Real life experience and learning from maintaining and executing an estate plan.
Switching Brokerage Account Into A Trust: Fidelity, Vanguard, Merrill Edge
Just having a trust document doesn’t do much. You need to put accounts under the trust’s name. I walk you through for how we did it with Fidelity, Vanguard, and Merrill Edge.
Will and Trust Through Employer Legal Plan
Using the legal plan through an employer works for simple estate planning.
Gift To Adult Children’s Roth IRA
Can you contribute to your adult children’s Roth IRA? Yes, but …