Elder Law
February 23, 2023
Asset Protection
How to Protect Loved Ones from Being Disinherited
If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says.
February 20, 2023
Advanced Directives
How to Plan a Business Succession
A frequent complaint by next-generation members is that the senior generation never fully lets go of business tasks.
February 16, 2023
Asset Protection
Why You Need a Secondary Beneficiary
Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.
February 13, 2023
Estate Planning
Some Expenses are Paid by Estate and Some by Beneficiary
If you’re set to inherit, you may be wondering what estate expenses are paid by the beneficiary. The answer can depend on what assets are passed on to you when a family member or loved one passes away.
February 6, 2023
Charitable Planning
How to Use Qualified Charitable Distributions in Estate Planning
A qualified charitable distribution is a direct transfer of traditional IRA funds to a qualified charity.
February 2, 2023
Estate Planning
Beneficiary Mistakes to Avoid
Before making a decision on a beneficiary, it’s very important to check your state laws. Some states have different rules on who you can name as a beneficiary.
January 31, 2023
Asset Protection
What Is Included in an Estate Inventory?
One of the essential steps in the probate process is filing an inventory of all the assets that are part of the estate.
January 25, 2023
Advanced Directives
It Is Important to Update Your Estate Plan
Will there be changes in your circumstances or your family that should lead to a review of your plan? Could some events cause you to need to revise or update the plan?
January 13, 2023
Estate Planning
Some Assets Better Left Outside of Will
That last will and testament you have tucked away? It may not be the last word on what happens to your stuff after you are gone. Instead, that legal document’s directives for doling out your wealth may be overruled by other paperwork and relevant laws.
December 5, 2022