Who Should Be Your Beneficiary to an IRA Account?
The selection for your beneficiary to an IRA account and 401k accounts is important. Meet with your attorney to coordinate accounts with your estate plan.
Articles about Planning
What to Think About When Naming a Trustee for a Family Trust
There are many things that you need to consider naming a trustee. We offer a unique perspective to assist you in choosing wisely how to best plan.
Who Can Be a Witness? Five Facts When Creating an Estate Plan
Selecting a witness is an important part of estate planning. You need to make sure that you choose a witness that will stand up in court. Read more here.
Are You Getting Married? Consider a Prenup in Your Estate Plan
A Prenup in Your Estate Plan is a smart way to protect yourself and loved ones at the start of marriage together by taking time to plan for the future.
What is the difference between a child who has been purposefully omitted from a will and a child who was pretermitted from a will?
Whether a child has been purposefully omitted from a parent’s will or a child was pretermitted from a parent’s will, it can have a significant impact.
Are the proceeds of a life insurance policy subject to estate tax if the policy was held in an irrevocable life insurance trust (ILIT)?
Need to understand if a life insurance policy is subject to taxes is important and what effect the policy being held in an irrevocable life insurance trust?