All posts by Donald Rolfe

What To Tell Your Kids About Your Estate Plan

It can be a difficult discussion, but there are some basics your kids should know.

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What Are Beneficiary Designations?

Life Insurance, Retirement Accounts, etc. - Completing your beneficiary designations is a must.

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Are trusts only for the wealthy?

Trusts offer many, many benefits...and those benefits are not only for the wealthy.

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What Is A Power Of Appointment?

If you are leaving an inheritance in trust, or you're the beneficiary of a trust, you need to know what a Power of Appointment is.

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Planning With Real Property In Many States

Owning real property in multiple states can lead to additional costs and fees if you have a Will based estate plan. In this scenario a Trust based plan may serve you better.

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