When is the last time you updated your will? Could your beneficiaries have changed? If you have a trust, did you actually fund it? Is your plan ready for the new SECURE Act? Here are five mistakes you don't want to make.
Read MoreApril 30, 2020 •
Estate Planning When it comes to estate planning, not having a plan is a plan. However, it is not a good one.
Read MoreApril 28, 2020 •
Estate Planning Amanda Bynes recently revealed that she is pregnant and now Us Weekly reports that her conservatorship may impact the custody of her baby.
Read MoreApril 24, 2020 •
Estate Planning In a national telephonic press conference today by attorney Lanny Davis, a legal representative for Walt Disney’s grandson Bradford D. Lund, the announcement was made of another count added to their previously filed U.S. Civil Rights Act complaint against Superior Court Judge David J. Cowan and the entire Los Angeles County Superior Court.
Read MoreApril 23, 2020 •
Estate Planning If you've heard of trust funds but don't know what they are or how they work, you're not alone. Many people know just one key fact about trust funds: they're set up by the ultra-wealthy as a way to protect passing on significant sums of money to family, friends or entities (charities, for example) after they pass away.
Read MoreApril 13, 2020 •
Estate Planning Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.
Read MoreApril 10, 2020 •
Estate Planning Maintaining a valid and current estate plan is vitally necessary in order to ensure the efficient and orderly dispersion of assets after a person dies. However, even a small mistake can create huge problems during the settlement process, and in many cases, these errors are impossible for anyone to correct.
Read MoreApril 9, 2020 •
Estate Planning Do you ever worry about how your beneficiaries will manage their portion of their inheritance when you pass away? One solution that allows you to still exert some control over your money–even after passing–is with a revocable living trust (RLT).
Read MoreApril 7, 2020 •
Estate Planning You’ve considered how you want your estate to be distributed after you die. Hopefully, you’ve even written a will to make sure your wishes will be followed. So, your estate is planned…right?
Read MoreMarch 31, 2020 •
Estate Planning Having an estate plan is among the most important things you can do for your loved ones. It is, however, a task many of us dread and put off dealing with until later in life. If there is one thing we can recommend, it is that it is never too early to start planning. However, it can be too late. Do you have an estate plan that will provide for your loved ones, in the event of death or upon incapacity?
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