Too often an overlooked yet important element of your estate plan is your 401(k) and IRA beneficiary designations. Financial planners deem these “matter of fact”
Any parent of more than one child knows how different our kids are – even if they have the same mother and father and were
Most clients who have revocable trusts believe that there won’t be a probate opened upon their passing. I’ve written in the past how your trust
When my children were young, I used to read Dr. Seuss books to them. One of their favorites was The Cat in the Hat Comes
A common mistake, particularly with young parents who come into my office, is the naming of minor children as beneficiaries to financial assets such as
A client, “Alec” discussed imposing a third party trustee on his son “Terrance’s” inheritance, while leaving his daughter in charge of her inheritance without imposing
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