Beneficiary

January 9, 2024

What Are the Drawbacks of Naming Beneficiaries?

Although in many situations the advantages outweigh the disadvantages when selecting beneficiaries, there are always exceptions. What Is a Beneficiary? Beneficiaries are individuals…

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December 14, 2023

Inherited Retirement Accounts: Minimizing Tax Consequences

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which went into effect in 2020, changed how beneficiaries of inherited retirement…

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November 16, 2023

Reducing the Risk of a Family Fight in Probate Court

Many family circumstances can increase the risk of probate litigation. High-risk factors that often bring about probate litigation can include sibling rivalry,…

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October 26, 2023

Is Your Financial Information in Order?

Preparing and organizing your financial information for when you are no longer capable will bring peace of mind to you today. At…

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October 12, 2023

What Does Incapacitated Mean in Elder Law & Estate Planning?

When working with an attorney to prepare for your future and address the challenges associated with aging, you will likely come across…

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October 18, 2021

Estate Planning Awareness Week: Don’t Fall Victim To These Common Myths

This week is Estate Planning Awareness Week. …

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August 10, 2021

Did You Choose More Than One Successor Trustee?

When selecting a successor trustee for a trust, it is common for the individual who creates the trust……

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June 2, 2021

Planning Considerations for Unmarried Partners

When it comes to protecting your unmarried partner, there are several options to consider. Depending on the value of your money and…

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