Estate Planning and Estate Administration
Recent Posts
Estate Planning Basics: Trust Planning for Minor Children Beneficiary Designations
Life Insurance / Retirement Account Designations and Minor Children The Background: Naming a Minor Child as a Beneficiary Anyone with a life insurance policy, a 401K or IRA has (or, at least, should have) designated one or more beneficiaries for that account or asset. When deciding who to list as beneficiary, it’s not uncommon to…
Estate Planning Basics
As a general rule, everyone should put together an estate plan. What exactly that means will depend on your circumstances: net worth; trust planning; tax strategies, etc. Do not, however, fall into the trap of thinking that you need a certain net worth in order to need a will or estate planning. You do not.…