August 18, 2021 •
Estate Planning ![]()
Should I terminate these trusts and just have my children as beneficiaries of my investment accounts and life insurance?
Read MoreJuly 13, 2021 •
Estate Planning ![]()
My boyfriend and I have lived together for 13 years but he is still officially married to another woman. He has a life insurance policy and I’m the beneficiary, and I’m also the beneficiary of his 401(k). Do we need a will and do I have to worry about his wife getting the money?
Read MoreJuly 12, 2021 •
Estate Planning ![]()
What happens if a non-spouse beneficiary inherits an IRA account but dies before the money is put in her name. There were no contingent beneficiaries. Which estate would get the IRA?
Read MoreJune 30, 2021 •
Estate Planning ![]()
As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.
Read MoreJune 3, 2021 •
Estate Planning ![]()
A popular technique is to use a qualified terminable interest property (QTIP) trust.
Read MoreMay 21, 2021 •
Estate Planning ![]()
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
Read MoreMay 12, 2021 •
Estate Planning ![]()
While a will is one of the most important estate planning documents you can have, there are things that a will won’t cover.
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Putting your last wishes on paper is critical to ensuring your family is taken care of when you die.
Read MoreMarch 30, 2021 •
Estate Planning ![]()
The Trump administration is now a part of American history. And though many may not agree with everything the former administration brought forth, one thing is certain: Life settlements and life policy owners benefited greatly.
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