Estate Planning

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The most important product of estate planning is achieving family harmony.

Achieving Family Harmony in Estate Planning Part 1: Leave Your Estate in the Right Hands

Achieving Family Harmony in Estate Planning Part 2: Make Sure Your Plan Fits Your Unique Needs

Your Parents’ Estate Plan Part 1: Why You Need to Know

Your Parents’ Estate Plan Part 2: What You Need to Know

Not Having an Estate Plan–Mistake #1

Assuming a Will is All You Need–Mistake #2

Failing to Name Beneficiaries on Retirement Accounts and Insurance Policies–Mistake #3

Creating Multiple Probate Estates–Mistake #4

Giving Gifts to the Wrong Beneficiaries–Mistake #5

Failing to Implement the Estate Plan–Mistake #6

Dropping the Baton in Estate Titling

Video: The 5 Most Important Documents to Have

Should Planners Bypass The Bypass Trust?

Five Wishes For End Of Life Care

Beneficiary Designations: Per Capita or Per Stirpes?

Should We Hate the Richest Kids in the Graveyard?
Follow David John Marotta:

President, CFP®, AIF®, AAMS®

David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.