by Steve | Mar 8, 2020 | Estate Planning
Have you coordinated your payable-on-death accounts with your estate plan? Payable-on-death (POD) or Transfer-on-death (TOD) accounts provide a quick, simple and inexpensive way to transfer assets outside of probate. They can be used for bank accounts, certificates of...
by Steve | Feb 23, 2020 | Uncategorized
Photo by Simon Matzinger on Unsplash Virtually everyone needs an estate plan, but it isn’t a one-size-fits-all proposition. Even though each person’s situation is unique, we do have general guidelines depending on your current stage of life. The early years If you’ve...
by Steve | Sep 16, 2019 | Uncategorized
When drafting your estate plan, you and your attorney must account for what happens to your children and your assets after you die. But your plan must also spell out your wishes for making financial and medical decisions if you’re unable to make those decisions...
by Steve | Aug 3, 2019 | Uncategorized
If you’re divorcing, it’s important to review your estate plan as early as possible, for two reasons: First, you may wish to revise your plan immediately to prevent your spouse from inheriting or gaining control over your assets if you die or become incapacitated...
by Steve | Jul 23, 2019 | Uncategorized
Protecting assets from your creditors is often a critical aspect of estate planning, but you need to think about more than just your own creditors: You also need to consider your heirs’ creditors. Adding spendthrift language to a trust benefiting your heirs can help...
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