Trusts are a common and powerful estate planning tool. It is important for everyone involved to remember that a trust is a legally enforceable document.
Month: February 2017
Don’t Forget To Check Your Beneficiary Designations
When making or reviewing an estate plan, it is important to remember to check the beneficiary designations on your financial accounts.
Continue reading “Don’t Forget To Check Your Beneficiary Designations”
Estate Planning At The End Of Life
It is common for people to get their estate in order at the end of their life. Without an estate plan, heirs may need to pay avoidable taxes, spend time in probate, or even lose their inheritance altogether.
Artists Have Unique Estate Planning Needs
While everyone should have an estate plan, artists are just one category that often have special estate planning needs.
Continue reading “Artists Have Unique Estate Planning Needs”
What’s Love Got To Do With It? Valentine’s Day And Estate Planning
Valentine’s Day is for lovers! So what does estate planning have to do with Valentine’s Day?
Continue reading “What’s Love Got To Do With It? Valentine’s Day And Estate Planning”
Match The Celebrity To The Estate Planning Mistake
Nobody is immune from estate planning mistakes, not even wealthy and successful celebrities and politicians. Let’s see if you can match the mistake to the right celebrity.
Continue reading “Match The Celebrity To The Estate Planning Mistake”
Pass Property Along Privately
Many people understand that a will is important to pass on property to your heirs. However, most people do not understand that a will is a publicly available document.
Eight Unconventional Valentine’s Day Gift Ideas
In case you missed all store displays and radio ads for jewelry and romantic getaways, Valentine’s Day is coming up.
Continue reading “Eight Unconventional Valentine’s Day Gift Ideas”
Ask Mike: What Happens If I Die Without An Estate Plan?
In this entry of Ask Mike, Dan M. asks
What happens if I die without an estate plan?
Continue reading “Ask Mike: What Happens If I Die Without An Estate Plan?”