Tag: Beneficiaries

We Want to Draft Your Legacy

Your Cryptocurrency and NFTs Need to Be Included in Your Estate Plan

June 29, 2022
Handled incorrectly, your cryptocurrency could go poof. You need a password-sharing plan, a plan for naming beneficiaries, and, possibly, a trust.
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What are Benefits of a Revocable Trust?

June 15, 2022
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
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The Most Common Estate Planning Mistakes

June 7, 2022
Some estate planning problems can be avoided by proper planning, others by good practices during the estate administration process.
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Why Have a Joint Revocable Trust?

June 1, 2022
Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.
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Should You Update Your Estate Plan?

May 20, 2022
Frequent triggers also include changes in the health of executors and guardians; changes in laws, which may impact tax and legal strategies; and changes in state residence, which can also impact planning.
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Is Bitcoin Part of an Estate?

May 9, 2022
Have you thought about what will happen to your Bitcoin when you die? For many of us, the thought has at least crossed our mind.
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Should You have a GRAT?

April 27, 2022
GRATs are one type of irrevocable annuity trust used by estate planning attorneys to reduce taxes. It took a lot of hard work and dedication to acquire your wealth. You want to transfer as much of it as you can to your beneficiaries. As a result, having a large estate means you’ll have to pay quite a bit in gift and estate taxes.
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What are the New IRA Distribution Rules?

April 21, 2022
The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e., 401ks, 403bs, etc.) and individual retirement accounts (IRAs).
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How Does a Trust Fund Work?

April 19, 2022
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
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Can Grandchildren Receive an Inheritance?

March 25, 2022
Children and grandchildren motivate us to think about a will and life insurance. However, it is problematic to name minor children as beneficiaries.
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