Category Archives for Estate Planning Live

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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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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When Does A Will Expire?

Great question that was recently asked by a potential client. She got bad advice...always double check any advice you get.

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When Does A Revocable Trust Become Irrevocable?

While you are alive 'n kicking your revocable trust remains that way. After certain events, that revocable trust becomes irrevocable.

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