by Christine | Jun 16, 2014 | Beneficiary Designation, Beneficiary Forms, Estate Law, Individual Retirement Accounts (IRA) |
Finally your will is finished, and you can sleep soundly knowing that your heirs will receive the assets that you intend. Right? Not necessarily. If you've got a will, you may feel like you are all set when it comes to your estate plans. But does your will have a...
by Christine | Jan 9, 2014 | Beneficiary Designation, Elder Law, Estate Law, Individual Retirement Accounts (IRA), Inherited IRAs |
We say it over and over again. Check your beneficiary forms! Don't let your retirement funds go down the drain. Anything involving the court system is rarely quick and painless (probate anyone?). Fortunately, IRAs can easily be transferred to your loved ones...
by Christine | Jan 7, 2014 | Beneficiary Designation, Estate Planning, Individual Retirement Accounts (IRA) |
If your beneficiary designations are out-of-date, when you die, your assets could go [to] the wrong people – a former spouse, for example – no matter what your will says. Often, the biggest mistakes we can make when it comes to our estate planning are also...
by Christine | Nov 25, 2013 | Beneficiary Designation, Estate Planning, Probate, Wills |
A will may say to divide an estate equally among three children. But if a particular account is titled to pass to just one, only that beneficiary will get the account. Your Last Will and Testament is the legal document to put your wishes in writing and get it all...
by Christine | Aug 19, 2013 | Advanced Health Care Directive, Beneficiary Designation, Durable Power of Attorney For Finances, Elder Law, Incapacity |
So flattered that The Caregiver's Voice (www.thecaregiversvoice.com) asked me to write an article on "Planning For Incapacity" for their website. Here is the link http://thecaregiversvoice.com/tips-caregivers/planning-for-incapacity/. My goal is that a...
by Christine | Jun 20, 2013 | Beneficiary Designation, Estate Law, LIfe Insurance |
Words to the wise: keep beneficiary forms up to date. To change a beneficiary — for example, if you get married or divorced or your spouse dies — make sure to file an amended form. Even if your state has a law designed to cover oversights (or procrastination), you...
