Have a Trust or Use Payable-On-Death Account to Pass Wealth?
November 7, 2024
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Is naming a beneficiary for a nonretirement, ‘payable on death’ account as effective as putting the account in a living trust?
Our Blog
How Do I Leave an Inheritance to My Child but Not Their Spouse?
October 24, 2024
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Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.
What’s the Difference Between an Heir and a Beneficiary?
October 18, 2024
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Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.
What is a Primary and a Contingent Beneficiary?
September 5, 2024
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Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
Should My Assets Be in a Living Trust?
August 16, 2024
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And whether your estate is a larger one or a more modest one, you may be eager to pass wealth down to your loved ones in the most efficient way possible.
How to Name a Beneficiary
August 8, 2024
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Naming a beneficiary is a crucial step in estate planning. It promotes your wishes after you’re gone, streamlines inheritance, and spares your loved ones undue stress.
How to Discuss Estate Planning with Your Aging Parents
July 12, 2024
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Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.
A Will Alone Does Not Avoid Probate: Explanation and FAQs
March 10, 2024
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Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones.
What Is the Purpose of a Living Trust?
February 23, 2024
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A living trust (also called a revocable trust or revocable living trust) can be beneficial to a much broader group of Americans than most people expect.
How Do You Stop Family Fights over Inheritance?
February 11, 2024
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A highly successful estate-management strategy for avoiding inheritance disputes is to make a meticulously detailed and legally sound will.
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