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Wills Protect Your Family
The primary purpose of Wills and Trusts created in your Will, but not funded until after your death, is protecting your beneficiaries from themselves and creditors. Trusts created in your Will are called Testamentary Trusts. A By-Pass Trust is a great way to reduce estate taxes but it can also
Irrevocable Life Insurance
Insurance on your life will be included in your taxable estate if either (1) Your estate is the beneficiary of the insurance proceeds, or (2) You possessed certain "incidents of ownership" in the policy within three years of your death. Incidents of ownership that will cause the proceeds to be taxed
Probate and Administration
Protecting one’s assets through estate planning is essential in today’s economic environment. Wills, living wills and powers of attorney, are only some of the professional documents that are utilized in protecting one’s assets.Also, assistance in probate of an estate, following the difficult transition period of bereavement, is provided by my
Beneficiary Forms
Forgetting Your Beneficiary Forms May Defeat Your Estate PlanThe failure to correctly complete the forms that designate the beneficiaries of your life insurance policies and retirement plan accounts may undermine your entire estate plan. Here are a few tips on doing it right.Never name your estate as the beneficiary or