Keep Your Beneficiary Designations Current
We have a crucial thing to add to your February ‘to do’ list – reviewing and updating your beneficiaries! We know life is always changing and major life events such as death, marriage, divorce, or having a child significantly change your life. It’s crucial for you to keep the information regarding your beneficiaries up to…
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Keep Your Beneficiary Designations Current
Life is always changing. Major life events such as death, marriage, divorce, or having a child significantly change your life. It’s crucial for you to keep the information regarding your beneficiaries up to date…
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Inheritance – Part 3: Property
In Part 1 and Part 2 we discussed inheritance for both Qualified and Non-Qualified investment accounts. For Part 3, we’ll take a look at some things to think about when you are leaving or inheriting property, such as homes, cars, land, art or jewelry…
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Pearls of Wisdom: Estate Planning Resolutions
In 2018, we’ll periodically share “Pearls of Wisdom” on a variety of frequently-encountered planning situations. This month, we focus on ensuring that proper estate planning documents are in place…
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Who Can You Trust with Your Trust?
Here’s a scenario: you’ve taken all the steps to get your estate in order, including the establishment of a trust that will benefit your children until they are old enough to handle a substantial sum. Since the success of a trust depends on the trustee(s) you choose to manage it, how do you decide who should fill this role?
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