Beneficiary designations allow you to name someone to receive a specific asset when you die. Sometimes this is referred to as a beneficial designation, or pay-on-death designation, or transfer-on-death designation. Making a beneficiary designation can be useful...
As your parents and grandparents become older, there may come a time when they can no longer care for their own financial or healthcare affairs. In these situations, it is important to take proper steps to confirm their ability or inability to make their own choices....
You may have heard of the term “trusts” when contemplating your estate plan. The concept of executing a trust may seem confusing to some. However, the reality is that most people who establish an estate plan can benefit greatly from creating a trust that is not overly...
