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.
- The SECURE Act – the Gift That Keeps On Giving - September 30, 2023
- Understanding the Importance of the Simultaneous Death Act - September 15, 2023
- R-E-S-P-E-C-T Find Out What It Means To…Your Estate Plan - August 15, 2023