Are You Making Some of the Biggest Estate-Planning Mistakes
There are some things we just don't like to think about, much less speak about. The universal truth is we are all going to...
Category: Trusts
Discover how trusts can protect assets, avoid probate, and ensure your wishes are followed.
The Difference Between a Revocable Trust and an Irrevocable Trust.
People often ask us to explain the difference between a revocable and an irrevocable trust. That's a tough one because there...
Protecting Assets When Parent Already in the Nursing Home
The timing of your legal planning to avoid losing assets to nursing home expenses is so critical, we are not going to be...
How To Avoid Income Tax on IRA Distributions After You Die
Charities don't pay income tax when they are the beneficiary of an IRA. Leave your non-IRA assets to individuals - there...
Does A Retirement Plan Pass Through Probate? Part One.
Much like life insurance that goes to the individual named in the policy, the retirement plan goes to the individual named...
Why Are IRA Assets The Biggest Surprise People Get In Estate Planning?
A lot of people do not understand the landscape of how an IRA or retirement plans pass to beneficiaries. They do not...
Traveling? The Eight Estate Planning Must-Dos before Departure
In 2014, the World Health Organization revealed that globally, there were 1.24 million road deaths, 1,320 deaths from...
Leaving Assets to Minor Children
Minor Children as BeneficiariesNo parent wants to think about leaving their minor children behind in the event of a tragedy;...
The Best Inheritance is Still Family Values and Family History
According to a 2012 study sponsored by Allianz Life Insurance Co. of North America, baby boomers and senior citizens...
Travel Smart: Update Your Estate Plan Before You Travel
Are you planning a big trip this year? If so, you may have already begun jotting down your travel to-do list to make sure...