When people think about an Estate Plan, they often have tunnel vision and focus on just a few of the many considerations that influence the plan. Most individuals focus on their assets and figuring out to whom they want those assets to pass. While those things matter, thinking about the intended beneficiary and their individual circumstances also matters. Certain types of beneficiaries require additional planning. Read on to learn more.
Dennis P. Lee is the founder and president of Lee Law Office. He graduated from Creighton University and then received his law degree from the Creighton University School of Law. While in law school he was a staff editor of the Creighton Law Review.
Latest posts by Dennis P.Lee (see all)
- The Joy in Joint Trusts - May 30, 2023
- Medicaid Planning - April 15, 2023
- What Happens When You Don’t Trust Your Trustee – Part II - March 29, 2023
