Calligraphy on paper

What Are The Essential Estate Planning Documents?

The transition to retirement means different things to different people, as does the actual age in which people turn the page to a new chapter in their life. Many factors contribute to this life-altering decision and many emotions are felt–everything from fear, stress and anxiety to the sheer excitement of being able to fulfill lifelong dreams.

Read More »
Pen and paper

Don’t Forget to Update Your Estate Plan

Are you the type of person who signs their will, sticks it in a drawer and never looks at it again? Or are you constantly updating and making small changes to your will, based on which one of your grandchildren has fallen out of favor?

Read More »
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.

Read More »
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.

Read More »
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.

Read More »

Categories
Recent Posts