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Estate Planning › Financial Planning › Beneficiary Designations

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the... more +
Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions relating to the disposition of assets, guardianship of minor children, and appointment of representatives to make medical and financial decisions. Effective estate planning can decrease tax liability and facilitate the probate process.  less -
Burns & Levinson LLP

Explaining Guardianship and Conservatorship to a Loved One/Beneficiary

Burns & Levinson LLP on

Conversations with loved ones who are declining in health and perhaps advancing in age are difficult. Such difficulty is only exacerbated when that loved one is losing their ability to make healthcare decisions on their own...more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] Everything You Need to Know About Beneficiary Designations - October 22nd, 12:00 pm - 12:30 pm ET

Cohen Seglias Pallas Greenhall & Furman PC on

An often overlooked but important aspect of estate planning is the designation of beneficiaries—both primary and contingent—on life insurance policies and retirement accounts. In this webinar, Whitney O’Reilly, a seasoned...more

Foodman CPAs & Advisors

This is the Time to Update Important Documents

Foodman CPAs & Advisors on

By unexpectedly raising apprehensions regarding mortality and quality of life issues that many Individuals were not addressing prior to the pandemic, the Covid-19 pandemic is provoking  individuals to think about their...more

Chambliss, Bahner & Stophel, P.C.

Pooled Trusts: Should You Consider Taking a Dip?

Chambliss, Bahner & Stophel, P.C. on

Most special needs trusts (SNTs) are set up to benefit one individual. But it’s possible to contribute to a trust where the funds of many people with special needs are “pooled.” This kind of trust, called a pooled or...more

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