Why are Contingent Beneficiaries Important?
March 4, 2026
When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
When planning your estate rarely will you experience difficulty naming your initial beneficiary or beneficiaries for your will, IRA’s or life insurance.
Wills and trusts are typically changed over time as life circumstances, the state where you reside, or your desired outcomes change.
The family vacation home is often a point of pride, a place for reconnecting and making memories. A vacation home, whether it’s in the mountains, near the sea, on a lake, or on a farm, can have sentimental as much as economic value.
The long, expensive court fight over the will of soul singer Aretha Franklin provides a cautionary tale for people who want to make sure that their wishes are carried out after their death — and for their families.
Sometimes it might take an IDGT, or intentionally defective grantor trust, to preserve generational wealth. But how does that work?
While life insurance is typically not taxable, there are some notable exceptions that could play a role and are important to consider regarding any life insurance policy and benefit.
Many people will suffer cognitive decline as they age, and that can seriously impact their ability to manage their assets.
A traditional will could be the simplest but not necessarily the best way to pass on your legacy.
For those who want to avoid the court-controlled process that takes place after a person’s death (known as “probate”)—using a Revocable Living Trust is typically the best way to do so.
Understanding Older Drivers: Safety, Challenges, and Support As an estate planner, we often get questions about how to deal with certain aspects of aging. Not
