5 Things You Need to Know about Beneficiaries
The dictionary defines beneficiary as "the recipient of funds" -- from a will, trust, retirement plan or life insurance. But that doesn'... Read More »
Category: Trust
Tags: Beneficiary, Estate Plan, Trust, Will
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Special Plans for Special Needs Children
Planning for family members with special needs can be overwhelming, particularly when so many decisions may have lifelong consequences. Beyond figurin... Read More »
Tags: Special Needs, Trusts
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Protect Your Estate from Identity Theft
The recently deceased continue to exist on paper, and this may be the case for some time. Meanwhile, many bankable facts -- key among them your Social... Read More »
Tags: Estate Plan, Estate Planning
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