What are Mistakes to Avoid with Beneficiary Designations?
“Here are five critical mistakes to avoid when dealing with your beneficiary designations.”
How Do I Conduct an Estate Inventory?
“What’s Included in an Estate Inventory?”
What are Biggest Blunders in Wealth Transfer?
“We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?”
How Can I Protect Assets from Creditors?
“Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.”
Are My Beneficiary Designations Trouble for My Heirs?
“Most consumers are familiar with the beneficiary designation form they complete when opening an IRA or 401(k). The form designates who receives the asset if the account owner dies. However, these forms can create confusion, unintended bequests, and family turmoil if not adequately monitored.”
What Is Your Goal for Heirs?
“Many clients want to leave a legacy, not just save for a comfortable retirement.”
