Why Should I Name a Beneficiary?

Why should I name a beneficiary

Lewis established an irrevocable trust, in which he named ‘his son’s spouse’ as a beneficiary. At the time Clark, the son, was married to Vivian.

What a Will Can and Cannot Do

what a will does and doesn't do

A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes.

What are Digital Assets in a Will?

Digital Assets in a Will

Most family members may not have a clue what we have floating out in cyberspace. Accessing or deleting accounts can be tricky for family members, if they don’t have your login credentials.

Why Do I Need an Estate Planning Attorney?

Why do I need an Estate Planning Attorney

These are among the things an estate attorney can help you with planning. That’s why it’s essential to ensure you have one by your side, if you’re leaving an inheritance behind.

Does a TOD Supersede a Trust?

does a pod supersede a trust

Both help you pass down assets, while avoiding the time and expense of probate. However, one has much more flexibility than the other.

TOD and POD Accounts: What’s the Difference?

TOD & POS what is the difference

A TOD account allows the account holder to name a beneficiary on a non-retirement financial account to receive assets at the time of the account holder’s death, thereby (generally – i.e., when used correctly) avoiding probate.