Many of us believe we have the “planning for the future” space covered. We’ve worked hard and saved. Our homes are paid off by the time we go into retirement and as far as we’re concerned, life now consists of living well in the way we define. In a perfect world, that’s true. In reality, there are a few things that can quickly annihilate our sense of independence. Planning is key, but knowing precisely what you need to plan for is crucial. It’s not uncommon to hear stories like this: A … [Read more...]
Beneficiary Designations and Other Non-Probate Transfers
You may be surprised to learn that your assets may not go to those named in your Will. If you have assets controlled by beneficiary designations or other non-probate transfers, this may be the case. Read on to learn how a Will might not control all your assets. Read on to learn more. … [Read more...]
Estate Planning Conference Discusses SECURE Act and More
The Heckerling conference, the largest conference for Estate Planning in the country, occurred last week in Orlando, FL. Many of the thought leaders in Estate Planning and Elder Law got together and discussed recent developments and new strategies. The SECURE Act was the biggest topic this time. Read on to learn more. … [Read more...]
Planning for the SECURE Act
The SECURE Act passed in late December. The SECURE Act changes some lifetime rules, but the biggest change concerns rules for beneficiaries. The first article in this series examined the SECURE Act. This article examines some planning strategies for dealing with the SECURE Act. Read on to learn more. … [Read more...]
