Beneficiary designations can be a simple way to pass assets at death. While beneficiary designations avoid probate, they may introduce other problems. This article shows how a revocable trust can provide a more flexible way to achieve a client’s goals.
Estate Planning is Too Important to Procrastinate
Only 44% of Americans have even a simple Will. We procrastinate for several reasons. Learn those reasons and how to push past them. Learn, briefly, why planning is important.
There are many things we want to pass on to our loved ones & illness is not one of them
We all want to pass on certain things like our family traditions, a grandmother’s quilt or dad’s love of books but no one wants to pass on a serious illness. Help protect yourself and those around you by asking your doctor about vaccines at your next visit. In 2013, only 24% of adults ages 60 […]
