initial consultation Archives | Ambler Keenan Mitchell Johnson

Elizabeth D. Mitchell August 5, 2014

First Estate Planning Meeting? What to Expect

If you are like many of us, you like to know what to expect before going into a new situation. If you are considering, or have already scheduled, an initial estate planning consultation at Ambler … [Read more...] about First Estate Planning Meeting? What to Expect

Using Disclaimers to Achieve Client Goals: Double Disclaimers

Disclaimers can be a good way of getting assets where you want them to go. If the disclaimer is a “qualified disclaimer,” the client isn’t treated as … [Read More...] about Using Disclaimers to Achieve Client Goals: Double Disclaimers

Using Disclaimers to Achieve Client Goals

Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries

Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both … [Read More...] about Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries