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Beneficiary Designations

March 16, 2023 Want to Leave Your Retirement Account to Your Minor Child? Consider These Things First
Category: Beneficiary Designations, Estate Planning, Inheritance
June 21, 2022 LGBTQ+ Estate Planning to Protect Yourself and Your Loved Ones
Category: Beneficiary Designations, Durable Power of Attorney, Estate Planning, Health Care Documents, Trusts, Wills
May 07, 2021 Estate Planning Checklist for Couples
Category: Beneficiary Designations, Durable Power of Attorney, Estate Planning, Wills
February 03, 2020 Estate Planning: Remaining Even and Fair in Distribution
Category: Beneficiary Designations, Durable Power of Attorney, Estate Planning, Probate, Trusts, Wills
January 06, 2020 Don’t Ask Heirs to Guess What You Wanted—Have an Estate Plan
Category: Beneficiary Designations, Estate Planning, Probate, Trusts, Wills
December 05, 2019 How Does the IRS Know if I Give My Grandchildren Money?
Category: Asset Protection, Beneficiary Designations, Estate Planning, Estate Tax
December 04, 2019 Yes, You Do Have an Estate and You Do Need an Estate Plan
Category: Beneficiary Designations, Estate Planning, Trusts, Wills
October 18, 2019 Am I Too Young to Think Seriously About Estate Planning?
Category: Beneficiary Designations, Estate Planning