Common Beneficiary Designation Mistakes
Here are five critical mistakes to avoid when dealing with your beneficiary designations.
Estate Law Blogs & News
Unlocking the Benefits of a Revocable Trust in Estate Planning
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
Second Marriages and Estate Planning for Seniors
More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.
How Same-Sex Couples Can Protect Each Other
For married same-sex couples, a marriage license may soon no longer be enough to protect their union.
Is It Important To Have An Estate Plan?
Estate planning is not just for affluent individuals. While good estate planning can lead to desirable financial outcomes under the right circumstances, estate planning in its most basic form involves implementing the legal steps and directives that are necessary to ensure that your health and your assets are managed properly in the event of incapacity and death.
Do Young Adults Need a Will?
These days it’s easy to feel overwhelmed by many things such as politics, gas prices, the gyrating stock market, summer travel, heatwaves and your health. One thing that shouldn’t overwhelm you is estate planning.
Why Do I Need a Will?
There’s always plenty of time to get your affairs in order, until you get run over by a cement truck.
Should I Use a Special Needs Trust?
A special needs trust is a popular strategy for those who want to help someone in need without risking that the person will lose their eligibility for programs that require their income or assets to remain below a certain limit.
What are Big Mistakes to Avoid in Estate Planning?
Establishing an estate plan is extremely important. As life changes, it is necessary to update your plan to fit new circumstances.
Subscribe!
