It is not unusual for family members to look for easy ways to transfer property to relatives and loved ones when they die. Some have been through the probate process with another loved one and want … [Read more...] about Is Transfer On Death a Good Estate Planning Option?
Have You Planned for Expenses?
While a lot of people take the time to create an estate plan, rarely do they consider all of the expenses associated with settling their estate. To help prevent expenses that reduce your loved ones’ … [Read more...] about Have You Planned for Expenses?
Trust Distribution Checklist
There are lots of ways you can have your trust distribute money to your beneficiaries. Here is a checklist of some of the jargon, considerations, and approaches involved in trust distribution. Too … [Read more...] about Trust Distribution Checklist
Annuity Contract – What Happens at the Death of the Owner?
For any annuity contract issued after April 22, 1987, it must terminate upon the death of any owner and benefits will then be paid to the designated beneficiary. The death of any owner will trigger … [Read more...] about Annuity Contract – What Happens at the Death of the Owner?
Top Three Simple Estate Planning Solutions
We have all heard the classic "KISS" design principle, which can be politely interpreted as "keep it short and simple." The fact is that some estate plans demand a bit of complexity due to the size … [Read more...] about Top Three Simple Estate Planning Solutions
