by Madalyn Davis | May 14, 2019 | Estate Planning
A Will is not just a way to leave assets to people or to dictate what happens to “your stuff” after you die, it can also serve as a love letter from you to your family and friends as well. Often, a Will is the last thing family and friends will read from you. Aside...
by Susan Grissom | May 7, 2019 | Estate Planning
Have you been named as a beneficiary on an IRA or do you need to update beneficiaries on an IRA or other retirement account? We get regular questions regarding what happens to an IRA or 401(k) after the owner passes. The first question is always, whether a beneficiary...
by Madalyn Davis | Apr 30, 2019 | Estate Planning, Wills & Trust
We get many calls from clients and others wondering what happens if you make an estate plan in one state, but move to another. The answer is different depending on your estate plan. If you have a will, it should at least be reviewed by an attorney in the state you now...
by Madalyn Davis | Apr 23, 2019 | Estate Planning, Wills & Trust
One of the most frequent mistakes we see in estate planning is not funding your trust. Many times children or spouses come into the office after the death of a loved one with a trust, but when we begin looking at the assets, the trust was never funded. A family who...
by Susan Grissom | Apr 2, 2019 | Estate Planning
Fewer than half of men and women in their mid-fifties to mid-sixties have completed a will or estate plan. The savvy individuals who do have an estate plan know it’s a smart move, an ongoing process, and a set of documents which should be reviewed on a regular basis....
by Susan Grissom | Mar 12, 2019 | Estate Planning, Wills & Trust
Do you have an established trust that will ensure your assets are distributed according to your wishes? Creating an estate plan with a trust is a smart way to have the final say in how your estate is settled and provide an efficient solution that avoids the probate...
