Naming a Minor as Beneficiary?

July 11, 2023

You should not name a legal minor as a beneficiary. This applies to almost all legal documents, most notably wills and life insurance policies.

Prepare for Cognitive Decline

May 22, 2023

Data from sources like the U.S. Census Bureau shows in no uncertain terms that the U.S. population has grown older over the prior two decades.

What is a Medicaid Asset Protection Trust?

April 3, 2023

The idea of Medicaid Asset Protection Trust for the purposes of protecting against long-term care costs is becoming both more sought-after and more necessary.

Kirstie Alley’s Estate Planning

January 18, 2023

Kirstie Alley enjoyed the fruits of her labor following a successful career in the limelight, leaving behind a $40 million fortune and a massive real estate portfolio.

Timeshare Scams Coming and Going

November 30, 2022

The pain of going into a timeshare deal is matched by the costs, aggravation, and confusion of getting out. The desperate owners are often elderly and anxious to spare their families from the need to dispose of these toxic assets. Timeshare scams are long-term answers to vacation desires.

Mistakes with Beneficiary Designations?

August 11, 2022

Here are five critical mistakes to avoid when dealing with your beneficiary designations.

Do I Need a Spendthrift Trust?

August 1, 2022

A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.

Why Your Beneficiary Designation Matters?

June 22, 2022

When you set up your estate plan it is important to coordinate the legal planning documents that you or you and your attorney create with the document provided by your retirement account custodian and/or your life insurance carrier called a ‘Designation of Beneficiary.’

Introduce Your Parents to a Password Manager?

May 26, 2022

Ever heard the phrase, “a chain is only as strong as its weakest link?” The same goes for a financial portfolio: It’s only as safe as the password that protects it.

Can You Keep a Vacation Home in the Family?

April 21, 2022

Vacation homes may also comprise a significant portion of the family’s wealth. Therefore, it’s understandable that homeowners want to pass their properties and family traditions to future generations.

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