Don’t Be Afraid, Be Proactive — Plan Your Estate Today!
January 19, 2022Be Proactive in Your Estate Planning Estate planning is a financial process that can protect you and your family and is a very important component of your overall financial planning. If you don’t have an up-to-date estate plan and you happen to get hurt or sick and cannot manage your financial affairs, the courts will… Read more »
Are My Assets Are At Risk if My Beneficiaries Die?
June 12, 2017What Happens to My Assets if None of the Beneficiaries Named in My Living Trust Survive Me? Your living trust should include an “ultimate distribution” provision that addresses the unlikely scenario that all of your beneficiaries—typically your spouse, children or grandchildren—do not survive you. What is sometimes referred to as a the “family disaster” provision… Read more »
