Estate Planning for Millennials
Estate planning may sound like something that only fabulously wealthy people need to do, but nothing could be further from the truth. If you a... Read More »
Category: Trust
Tags: 401k, Beneficiaries, Estate Planning, Estate Planning Lawyer, Guardianship, Health Care Directive, IRA, Pension, Power of Attorney, Probate, TOD (Transfer on Death), Trusts and Estates, Wills
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Before You Say “I Do,” Do This
People are happy to spend hours and often, incomprehensible sums of money planning weddings, but when it comes to financial planning, they ar... Read More »
Tags: Asset Protection, Estate Planning Lawyer, Tax Planning, Trusts and Estates
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How QTIPs Are Used to Preserve and Control Assets
Second and subsequent marriages that occur later in life present challenges when it comes to estate planning. While no longer unusual or uniq... Read More »