Archive for the Trusts Category

Avoid This Common Mistake: Failure To Update Account Beneficiary Designations

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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How To Leave A Divorce-Proof Inheritance

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 […]

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The Importance Of An Estate Planning Questionnaire

What Information Should You Provide To Your Estate Attorney?  You can obtain a copy of our very effective Estate Planning Questionnaire & Diagnostic Form by calling 610-933-8069.  Mention this article and we will send it out to you at no charge! Before meeting with an attorney to […]

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