Various bank buildings

Beneficiary Designations and Your IRAs

If you have an individual retirement account, do you recall filling out a beneficiary designation form? That’s the document that allows you to direct the IRA custodian to transfer your IRA to the people you name in the form.

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yellow house

Who Will Inherit the Family Home?

You should go to an estate planning attorney to sort things out and make sure both of you are on the same page about who owns what, who gets to stay where and for how long into the future.

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photo of contract

When Does a No Contest Clause Make Sense?

A No Contest clause is mostly what it sounds like. It is a paragraph that can be included in a Last Will and Testament or a trust, which basically states that anyone who challenges the validity of the document or the way it distributes or manages the assets of the estate will receive less than what the document would have otherwise allowed.

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