It is a mistake to assume that once your will and/or Revocable trust is signed, your planning is done and there is nothing else you need to do. You must make sure that you properly title assets and structure beneficiary designations on your life insurance and retirement […]
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It is a mistake to assume your adult, capable children and beneficiaries do not need to receive their inheritance in trust. PLANNING WITHOUT DIVORCE, CREDITOR & ASSET PROTECTION Traditionally, people have used estate planning documents, such as wills and trusts, to pass assets at their death to […]
Read more →When you are confronting a difficult life issue, you routinely seek guidance from someone who can help you to solve the problem. So, it stands to reason that when you or a family member are confronting the potential or immediate need for long term nursing care, you […]
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