According to recent statistics, four out of every ten families are blended families.
As you might expect, estate planning for blended families is often complicated. Proper planning requires not only careful financial and...more
As estate planners, we have seen it all over the years. What we have learned is that people make some common mistakes.
Whether due to procrastination, lack of follow through, or ignoring their own mortality! This article...more
6/13/2019
/ Beneficiaries ,
Divorce ,
Estate Planning ,
Estate Tax ,
Living Will ,
Power of Attorney ,
Property Owners ,
Revocable Trusts ,
Spouses ,
Succession Planning ,
Tax Planning ,
Trusts
Many people use a revocable trust as part of their estate plan because of its probate avoidance and privacy benefits after death. In addition, many people, whether using a will or a revocable trust, want their beneficiary to...more