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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
Are there different types of Wills?
There are many types of Wills:Holographic Wills are entirely handwritten, dated, and signed by the testator.A Living Will, Medical Directive or Health Care Directive is one that authorizes the continuance or cessation of life-sustaining medical treatments from an individual who is incapable of making that decision due to debilitating circumstances.Who
Unfortunate Outcome; No Wills Available – No Next of Kin
From time to time, the following, unfortunate situation occurs. Recently, a potential client contacted me as she was the Immediate Emergency Contact (ICE) for a good friend of hers who died. He was 84 years old and had expired approximately one week prior in his apartment  before being discovered. My
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