Neither your last will nor your revocable trust supersedes your beneficiary forms. Do you have a retirement account? If yes, you have likely seen a
There are things you should not include in your last will and testament. You have recently inventoried your assets. Your list includes your real estate,
Personalize your estate plan to meet your specific needs. No one person is exactly alike. Even identical twins have distinctive features. I know, if have
Mistakes are part of life, but estate planning mistakes can hurt those you love unnecessarily. Especially given the heightened concerns surrounding the “pandemic,” many people
A trust does little good without trust funding. You secured the services of an experienced estate planning attorney to create a trust. Perhaps you wanted
The pandemic has reminded people of limits to their control. At the start of 2020, you likely had many plans. Perhaps you (or a loved
You cannot neglect your finances in retirement. You have recently entered retirement. You are enjoying some time to yourself with fewer responsibilities. Even so, there
A GRAT can serve as helpful estate planning tool for some people. Federal estate taxes may be problematic for some because of the current low
Each life stage has unique estate planning needs. Are you young and single? Perhaps you were at one point but are now married with young
Trusts can be created to serve specific purposes. When it comes to estate planning, people usually have either a will-based plan or a trust-based plan.
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