How to Dispose of “Stuff”
Clients are often most concerned about how to dispose of their tangible personal property, i.e., their “stuff.” Often even wealthy
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Using Disclaimers to Achieve Client Goals
Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a
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Beneficiary Designations and the SECURE Act Basics
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil
Read MoreBeneficiary Designations
Beneficiary designations can be deceptively simple. You simply designate the person to whom you want the assets to go. But
Read MoreBeneficiary Designations and the SECURE Act: Prior Designations
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil
Read MoreBeneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil
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Biden Administration Could Reduce Estate Tax Exclusion
Runoff Elections in Georgia resulted in a Senate controlled by Democrats. Could this impact your Estate Planning? It’s possible. Read
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Joint Tenancy Problems in Estate Planning
Sometimes people use Joint Tenancy as an easy, simple way to do Estate Planning. However, this can have serious, unexpected
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Updating Your Plan: Powers of Attorney
The beginning of a new year is a good time to think about updating your plan. This includes your entire
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Updating Your Plan: Your Trust or Will
As a new year begins, it’s a good time to think about updating your plan. This includes your entire plan,
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Tax Planning for 2021
Planning is important for your income taxation during life as well as for any estate tax at death. Even though
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Updating Your Plan: Beneficiary Designations
It’s a good time to think about updating your plan. This includes your entire plan, including beneficiary designations. Beneficiary designations
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