Posts Tagged ‘beneficiary’
The Opioid Epidemic: Using Targeted Trusts
The Opiod Epidemic is back in the news, and is still far reaching in our communities across the country as ever. Every day, more than 115 people in the United States die after overdosing on opioids according to the National Institute on Drug Abuse. In 2016, more Americans died due to opioid overdoses than car…
READ MORE →6 Estate Planning Myths Debunked
US News and World Reports wrote an excellent blog post detailing the six most common estate planning myths. I thought I would share the list with you because it is a great overall reference: A will is perfect for making sure property in your name alone is distributed properly, such as a house, jewelry, cars etc.…
READ MORE →At What Age Should You Start Estate Planning?
I recently performed a random survey (which may, or may not have happened on Facebook). I asked the question: “At what age do you think you should meet with an Estate Planning Attorney?” The answers were very thoughtful, and I learned a lot about what people think of estate planning. So what is the…
READ MORE →Pensions, Beneficiaries, and Rights of Survivorship
When it comes to protecting beneficiaries, financial planning gets detailed. I have a client whose husband spent a good part of his professional career at a “household name” company. He worked hard and made his way up the ladder to a mid-to-upper management level. He was then offered the ability to take part in a pension…
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