Archive for the Uncategorized Category

It Is A Mistake Not To Consider A Corporate Trustee

Here is another common mistake in our “Estate Planning Mistakes To Avoid” series:  Do not assume family members are the best choice to act as Trustee.  You should consider using a corporate Trustee while incorporating powers and provisions that give your children and family members the ability […]

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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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