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Tag Archive 'financial'

The things that must be updated in one’s estate plan when someone gets divorced.  How to make sure they are protected from the unexpected. Living Trust/Will These documents contain instructions about a number of crucial estate planning decisions:  who is in charge of administration of the individual’s estate, who is nominated as guardian of minor […]

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The simple answer is ALL ASSETS, that is all assets which we want to be subject to the trust instructions. Remember that the trust will only control any assets that have been formally transferred into the trust via a change in title or beneficiary designation. Once of the most common misconceptions is that if an […]

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When clients come in to talk about their estate planning, they usually have their beneficiaries picked out and know how they would like their assets distributed when they die. That is because the focus of estate planning is usually on what happens after a death occurs. However, a very important piece of estate planning that […]

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More information on estate planning is available here.

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