Tag Archives: beneficiary

Estate Planning After Your Divorce Decree

You have recently divorced your spouse and the judge has signed the divorce decree. Now what?

Although you may feel as though you have spent enough time and money on lawyers, there is one last attorney you need to talk to: an estate planning attorney. If you and your former spouse had estate planning done together...
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What You Must Know About Third-Party Supplemental Needs Trusts

If you want to provide for a loved one who is disabled or has special needs when you are no longer here, care must be taken to ensure that the inheritance you leave will help rather than harm your loved one.

An inheritance received outright could negatively impact your loved one if he or she is...
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7 Common Questions About Estate Planning

The first step to having an effective estate plan is understanding what exactly it is, what purpose it serves, and what type of estate planning vehicles are right for you and your situation.

Here are seven common questions we hear about Estate Planning, although there are many more. We encourage you to reach out to...
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Could Your Heirs or Beneficiaries Receive a Smaller Inheritance Than You Thought?

Most people don’t look forward to the death of a loved one, but they may have thought about a possible future inheritance.

The reality is, that when someone passes, one of the first things heirs and beneficiaries want to know is the overall value of the deceased’s estate. Generally, the executor or trustee is required to...
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