Why Name a Guardian?
November 17, 2022
Few will argue that the most important time to have a will is when you are parents of young children.
Downs Law Firm, P.C.
Trust
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.’
Should I Add a Child to My Bank Account?
November 2, 2021
Would your loved ones have necessary access to your bank accounts after you die to help carry out your last wishes and handle arrangements?
Should You Rule From the Grave?
October 7, 2021
There are many stories of strange conditions in wills and trusts over time. For example, the German poet Heinrich ‘Henry’ Heine died in 1856 and left his estate to his wife, Matilda, on the condition that she remarry, so that ‘there will be at least one man to regret my death’.
You Can Protect a Child With a Difficult Spouse
September 28, 2021
Whatever the reason, whether your life is a bed of roses or a getting-worse-nightmare, there are things you can do now to insure what you leave will go to who you want. And when. And in what portion or portions.
Beneficiary Designations Override a Will
August 9, 2021
Beneficiaries, in general, are people or entities that the holder of an account designates to receive the assets in the account, typically, in the event of the account holder’s death.
How Do Special Needs Trusts Work?
June 29, 2021
Trusts give parents of special-needs children additional options for extending care and financial assistance. However, you might need some expert help.
When Names Change, You Should Update Estate Planning Documents?
November 20, 2019
The fact is people’s names often change. People get married and divorced, or sometimes they just legally change their names.
Too Busy for Retirement Planning?
November 6, 2019
Going straight from a busy work life to ‘retired’ can be difficult if you haven’t mapped out your path. Preparing yourself effectively involves both financial and lifestyle choices.
How Does a Successor Trustee Get Authority?
September 4, 2019
In my parents’ trust, they leave each other their share upon death, and then I become trustee when my last parent dies. I’m really concerned about this whole deal.
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