There are many parts to an Estate Plan. The Revocable Trust is just one part. It’s important to coordinate the various parts of the Estate Plan. Read on to learn more. … [Read more...] about It’s Important to Have a Coordinated Estate Plan
Beneficiary Designations
Beneficiary Designations and the SECURE Act Basics
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly … [Read more...] about Beneficiary Designations and the SECURE Act Basics
Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly … [Read more...] about Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
Five Estate Planning Moves to Make Before Year-End
As the year draws to a close, it’s time to take one final look at your finances and your estate plan. This will help you not only tie up any loose ends before December 31st but planning now will also help you start the new year off on a solid … [Read more...] about Five Estate Planning Moves to Make Before Year-End
Attend to These Finer Estate Plan Details
People often think of estate planning as the act of drawing up a will or a trust to state your final wishes with regard to asset transfers. This is definitely at the core of the process, but there are some finer details that should be addressed as … [Read more...] about Attend to These Finer Estate Plan Details
