When to consider naming a trust as a beneficiary of an estate plan?
There are times when you might choose to make your trust as a beneficiary of retirement assets. Continue reading or call today to discuss your estate plan.
Articles about Planning
Are You Worried About Estate Taxes? Call Us!
Do you worry about estate taxes and protecting your family from spending most of the inheritance you saved for them on probate. Contact us today to help you find the right estate plan for your needs.
Write Down Your Funeral Plans and Ensure They Are Legally Binding
Write down your funeral plans and take some of the burden off of your loved ones and helps to ensure your wishes are followed.
Trusts for Beneficiaries Dealing with Substance Abuse can be Beneficial
Families who have children who will be beneficiaries dealing with substance abuse problems may need the benefits of usng a trust.
Why the Trust Should Never Be the Owner of The IRA Account
This video will help you better understand why not to make a trust owner of your IRA Account, or other retirement accounts. Learn more here!
Pregnancy Planning Should Include Trust Creation
Pregnancy planning includes deciding many things about how to protect your child in the first few years of life, but it should also include planning long term for the addition to the family.