Using a Trust to Protect Your Beneficiaries Posted onJune 23, 2021June 23, 2021inCategoriesBeneficiaries, Living Trust A revocable living trust is not primarily for the benefit of the trust creators (“settlors”), and instead are for the benefit … Continue ReadingUsing a Trust to Protect Your Beneficiaries
Potential Pitfalls of Life Insurance and Retirement Accounts Posted onJune 1, 2021June 23, 2021inCategoriesBeneficiaries, Life Insurance, Retirement Accounts When creating an estate plan, several documents and decisions are involved. An important decision is to decide which assets are … Continue ReadingPotential Pitfalls of Life Insurance and Retirement Accounts
The Law Has Changed. Have Your Estate Plan Documents Kept Up? Posted onMay 1, 2021June 23, 2021inCategoriesEstate Plan Documents, Law Changes If you had a trust and related estate plan documents prepared more than a few years ago, you should consider … Continue ReadingThe Law Has Changed. Have Your Estate Plan Documents Kept Up?
Listing Assets in Trust Posted onApril 1, 2021June 23, 2021inCategoriesListing Assets, Living Trust We have written about how important it is to fund a living trust correctly in order to avoid probate court … Continue ReadingListing Assets in Trust
Dementia Directive: An add-on to an Advanced Health Care Directive Posted onMarch 1, 2021June 23, 2021inCategoriesAdvanced Health Care Directive, AHCD, Dementia, Estate Plan Documents An Advance Health Care Directive (AHCD) is an important document that everyone should have. An AHCD allows someone you appoint … Continue ReadingDementia Directive: An add-on to an Advanced Health Care Directive