Estate Planning

What Is a Beneficiary?

When an individual purchases an annuity, they name one or more beneficiaries who will receive the benefits if something happens to them before the contract ends. This could be due to death, disability, or another event that would cause the individual to no longer need their income from the annuity. The ultimate beneficiary of an annuity is the individual receiving the payments. However, there can also be additional beneficiaries.

April 6, 2023

Asset Protection

Can a Power of Attorney Withdraw Money from Bank Account?

The first step in understanding whether a power of attorney can transfer money to themselves is to understand the different types of power of attorney.

March 20, 2023

Estate Planning

Do I Need a Life Insurance Trust?

Created to own and control a life insurance policy or policies while the insured is alive, Irrevocable Life Insurance Trusts (ILITs) are tools that are sometimes recommended by estate and planners.

March 14, 2023

Estate Planning

Can I Protect My Family after Death?

The future is uncertain. However, you can ensure that your family and loved ones are taken care of with estate planning. Estate planning is a critical component of financial planning for the future.

February 9, 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

Estate Planning

Should Each Child Get Equal Inheritance?

Equally sharing the wealth among the children isn’t always fair, such as when one sibling is the primary caretaker, or another is already wealthy.

January 24, 2023

Estate Planning

What Does a Last Will and Testament Do?

A last will and testament is essential for every adult. It establishes one’s wishes for distributing their property, whether real or personal, after death.

January 23, 2023

Asset Protection

Can Estate Plan Be Created without My Spouse?

I’m looking for guidance on where to start with planning in case something happens to me or my husband.

January 10, 2023

Asset Protection

How Do You Stop a Sibling from Stealing an Inheritance?

The death of a parent can be emotionally trying, especially if the passing was unexpected. It can also be a test of your patience, if there are complicated estate issues to sort out.

January 9, 2023

Estate Planning

Can Executor Take the Money and Run?

Succession planning involves accounting for the worst-case scenario. Without accounting for these risks, your plan could fail, require expensive litigation or jeopardize the family farm.

January 6, 2023

Category: Trust Administration

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What Is a Beneficiary?

Can a Power of Attorney Withdraw Money from Bank Account?

Do I Need a Life Insurance Trust?

Can I Protect My Family after Death?

Beneficiary Mistakes to Avoid

Should Each Child Get Equal Inheritance?

What Does a Last Will and Testament Do?

Can Estate Plan Be Created without My Spouse?

How Do You Stop a Sibling from Stealing an Inheritance?

Can Executor Take the Money and Run?

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