In your estate planning process, you need to think about items that will transfer through your will in probate and…
In your estate planning process, you need to think about items that will transfer through your will in probate and…
It’s not easy to create an estate plan because it is hard to think about your own morbidity, but it…
Life insurance policies require that you name at least one person entitled to receive the assets inside the policy when…
Along with all of your other assets, you must make decisions about who will receive any remaining funds inside your…
Should the same person who is getting something from a trust also serve as its trustee? This is a question…
Estate planning documents should be coordinated to ensure that your overall goals are accomplished. However, if you identify beneficiary designations…
Usually as an account owner, you bear the responsibility to complete individual beneficiary designation forms with certain accounts. This is…
One of the most common goals presented by clients visiting our office is to avoid probate. While it is certainly…
Most people know that their estate plans will evolve over the course of time. This is why you cannot be…
You should never overlook the impact of your beneficiary designations in your estate plan. After you have assigned all of…
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