What Is a TOD Beneficiary?
A person named as a transfer on death (TOD) beneficiary for an account will receive the assets held in it when the account owner dies.
How Do I Pick a Life Insurance Beneficiary?
Choosing a beneficiary can be simple yet essential in any account requiring it. The wrong person can ruin your plans.
What Young Fathers Need to Know About Estate Planning and Protecting Growing Families
We celebrate Father’s Day in June, honoring dads who devote themselves to raising children and building families. To protect a family, create a legacy and prepare for the future, young fathers are wise to invest their time and attention in estate planning.
How Grandfathers and Senior Dads Leave a Legacy of Caring for Their Families
Legacy of Caring for Families
What are Benefits of Putting Money into a Trust?
Grantor retained annuity trusts, intentionally defective grantor trusts, spousal lifetime access trusts, oh my! If you overhear two estate planning attorneys at a coffee shop, it would not be unreasonable to think that all clients have estate plans filled with trusts.
Senior Second Marriages and Estate Planning
More Americans are now getting married over 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.
Why Have a Joint Revocable Trust?
Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, grandchildren and beyond.
Does ‘Gray Divorce’ Fit into Estate Planning?
“Gray divorce” — the unfortunately named term for divorce after age 50 — is increasing among baby boomers.
When a Spouse Dies, Does Survivor Get Their Social Security Benefits?
When you’re gone, your spouse’s income will take a major hit–one that can be worsened significantly, if you make the wrong decision about when to claim.
Does Power of Attorney Perform the Same Way in Every State?
The law sometimes appears to contradict itself. Specifically, the words ‘anything and everything’ do not always legally mean ‘anything and everything’.