Using an Annuity in your Planning to distribute Income
A steady stream of income can give retirees worried about stock market downturns a reassuring sense of stability.
October 3, 2023
Which Trust, Revocable or Irrevocable?
There are important differences between the two types of trusts, including the amount of control you’ll have over your assets.
September 27, 2023
Ways to use a No-Contest Clause in your Planning
No-contest clauses deter challenges to your estate plan. However, you might want to consider terms that allow for legit challenges related to undue influence.
September 25, 2023
What Type of Trust is best for You?
While a simple living revocable trust often meets the needs of many individuals, some require more specialized trusts to achieve their goals.
September 19, 2023
Carefully Consider naming Contingent Beneficiaries
When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
September 18, 2023
Choosing an Executor can be a Difficult Decision
Have you found an executor (also known as a personal representative) to handle your affairs should you become incapacitated or die?
September 13, 2023
The Estate of The Union Season 2|Episode 9 is out now!
The Estate of The Union Season 2|Episode 9 is out now! All good musicians eventually have a Greatest Hits album. We’ve got one too! We
August 29, 2023
Complexities of Determining Who is a Descendant
Wills and trusts, instead of designating a specific person to inherit, often name a group or class of people such as your ‘children,’ ‘issue’ or your ‘descendants.’
August 28, 2023