Trust

Trust

My friends say I need a Trust Many clients come in for a consult about estate planning and say they have heard that a Trust is necessary. We advise that a trust may, or may not be necessary, depending on a number of factors including the clients’ goals, family...
Beneficiary Designations

Beneficiary Designations

RETIREMENT ACCOUNTS and Beneficiary Designations Some of the costliest estate planning mistakes involve retirement accounts. Contrary to popular belief, IRAs and 401ks are not normally covered by a will. Instead upon the death of the account owner, the funds pass to...