When people think about an Estate Plan, they often have tunnel vision and focus on just a few of the many considerations that influence the plan. Most individuals focus on their assets and figuring out to whom they want those assets to pass. While those things matter, thinking about the intended beneficiary and their individual circumstances also matters. Certain types of beneficiaries require additional planning. Read on to learn more.
Latest posts by Kim Morrison (see all)
- Don’t Be a Turkey – Take Advantage of Your Annual Per Donee Exclusion Amount - November 13, 2023
- FREE Personalized Letter from Santa Claus - November 5, 2023
- ABLE Accounts Complement Special Needs Trusts - October 2, 2023
