Beneficiary designations can be deceptively simple. You simply designate the person to whom you want the assets to go. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Read on to learn more.
For many people, estate planning is all about one thing: deciding what will happen to their assets—such as bank accounts and real estate—upon their passing. However, there’s more to estate planning than what you see on the surface. And if you neglect to dig deeper, you could make errors that cost you and/or your family … Read more
Beneficiary designations can be deceptively simple. But their simplicity is sort of like an iceberg. Danger lurks beneath those tranquil waters, both for the client and the attorney. Designations for IRAs and retirement plans can be particularly complicated, especially after the SECURE Act. This article focuses on the basics of the SECURE Act. Read on to learn more.
Planning is important for your income taxation during life as well as for any estate tax at death. Even though 2021 is just starting, it’s not too early to think about planning for whatever it may bring your way. Read on to learn more.
The nice thing about having a close relationship with an estate planning attorney is the ability to discuss all your concerns, no matter what they may be. Your legal team is always available to address your concerns, answer your questions, and put your mind at ease. It’s your hope that you never have concerns to … Read more
Runoff Elections in Georgia resulted in a Senate controlled by Democrats. Could this impact your Estate Planning? It’s possible. Read on to learn more.
As we begin a new year, it’s a good time to start off right. If you don’t already have an estate plan, now’s a great time to make an appointment with an estate planning attorney to get one. Read on to learn more.
You’ve come to the conclusion that there’s no better time than now to create your first estate plan. Congratulations! Although it’s a challenging process, as you’ll come face to face with many questions and concerns, it’s extremely rewarding in the long run. The first thing you need to do is prepare for the estate planning … Read more
Creating an estate plan will pull you in many different directions. On one front, you want to do what’s best for you and your loved ones, no matter what it takes. Conversely, you’re not excited about spending too much time on the process, as it’s not your idea of a good time. It’s natural to … Read more
What’s an “Assignment and Nominee” agreement and what does it do? Some attorneys use such an agreement as a belt and suspenders approach to funding.Read on to learn more.