Beneficiary designations can be deceptively simple. You simply designate the person to whom you want the assets to go. But their simplicity is sort of like an iceberg. Danger lurks beneath those … [Read more...] about Beneficiary Designations
Joint Tenancy Problems in Estate Planning
Sometimes people use Joint Tenancy as an easy, simple way to do Estate Planning. However, this can have serious, unexpected drawbacks. Read on to learn more. … [Read more...] about Joint Tenancy Problems in Estate Planning
Dynasty Trusts
What’s a “Dynasty Trust?” Such a trust is one that continues for the maximum term possible. There can be estate tax advantages to such a trust. Read on to learn more. … [Read more...] about Dynasty Trusts
Biden Administration Could Reduce Estate Tax Exclusion
Runoff Elections in Georgia resulted in a Senate controlled by Democrats. Could this impact your Estate Planning? It’s possible. Read on to learn more. … [Read more...] about Biden Administration Could Reduce Estate Tax Exclusion
Planning for California’s Proposition 19
Everyone had eyes on the election at the top of the ticket. But other races and state propositions may have had as much impact on people’s lives. California’s Proposition 19 is an example of this. It … [Read more...] about Planning for California’s Proposition 19
Preparing for the Unexpected…and the Eventual
The world is an unusual place. Things you’d never expect to happen sometimes actually do happen. There are natural disasters and unusual phenomenon. It’s important to prepare, not just for the … [Read more...] about Preparing for the Unexpected…and the Eventual
What the 2020 Election Could Mean for Your Estate Plan
The November elections are over. What was the outcome of the election? What changes could come about as a result? What do those possible changes mean for your estate plan? Read on to learn more. … [Read more...] about What the 2020 Election Could Mean for Your Estate Plan
A Time for Thanks and Community
Thanksgiving is a time for giving thanks and for appreciating your family and friends. In particular, it can be a good time to thank those people whom you’ve asked to serve in important roles in your … [Read more...] about A Time for Thanks and Community
Chadwick Boseman Demonstrates the Importance of Planning
Chadwick Boseman played many heroic American roles and the superhero role of the Black Panther. His death at age 43 demonstrated how it’s important to have at least a basic estate plan in place even … [Read more...] about Chadwick Boseman Demonstrates the Importance of Planning
What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?
When you’re deciding to whom to leave assets, most people choose their children or other descendants. However, you also need to decide on the “contingent remainder” beneficiary. In other words, who … [Read more...] about What’s an “Atom Bomb” or “Contingent Remainder” Beneficiary?