Disclaimers can be a good way of getting assets where you want them to go.... [Read more...]
Using Disclaimers to Achieve Client Goals
Disclaimers can be a good way of getting assets where you want them to go.... [Read more...]
“Last Will and Testament” Origin
Why do you have a “Last Will and Testament.” Even Estate Planning attorney is unlikely... [Read more...]
SECURE Act: Prior Beneficiary Designations
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg.... [Read more...]
Inheritance Planning for People With Disabilities
Many people look at estate planning as a one-sided affair that revolves around the decisions... [Read more...]
SECURE Act: Eligible Beneficiary Designations
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg.... [Read more...]
The Core Four Estate Planning Questions
It can be hard to know how to enter the estate planning process, and many... [Read more...]
SECURE Act Basics: Beneficiary Designations
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg.... [Read more...]
Beneficiary Designations
Beneficiary designations can be deceptively simple. You simply designate the person to whom you want... [Read more...]
Joint Tenancy Problems in Estate Planning
Sometimes people use Joint Tenancy as an easy, simple way to do Estate Planning. However,... [Read more...]
Starting the New Year Right
As we begin a new year, it’s a good time to start off right. If... [Read more...]
Updating Your Plan: Beneficiary Designations
As we approach the end of the year, it’s a good time to think about... [Read more...]
