The Questions of Estate Planning, Part 4: Where

Phil Keenan November 28, 2019

People often have questions about Estate Planning. This is the fourth in a series of articles addressing those questions. This fourth article addresses the “where” of Estate Planning. Read on to learn more. The Questions of Estate Planning, Part 4: Where

How to Dispose of “Stuff”

Clients are often most concerned about how to dispose of their tangible personal property, i.e., their “stuff.” Often even wealthy clients are most … [Read More...] about How to Dispose of “Stuff”

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