by Monique | Sep 10, 2018 | Avoiding Probate
Take some time this week and make a list of your investment, banking, retirement, and life insurance accounts. Then, reach out to each institution to update your beneficiary designations, naming who you want to receive the account funds on your death. Having updated...
by Monique | Jun 4, 2018 | Avoiding Probate, Estate Planning for High Net-Worth Individuals, Minimizing Tax Exposure, Revocable Trusts, Transferring Wealth to the Next Generation
In a world where estate tax only applies where an individual US person has over $11 million in assets (or $22 million for a married couple), the main focus of estate planning clients is often avoiding probate and the fees that come with it. (Attorneys’ fees in...
