The single most important document in your estate conservation strategy might not be your will or any of the other instruments that you probably paid an attorney to create. It will convey directly to ...

It's yet another form in that seemingly endless pile of paperwork needed to complete the application. It's usually only one page and while most clients don't seem to think about it too much, others ...

Comprehensive, high quality estate planning involves much more than preparation of wills, trust instruments and durable powers of attorney. Many assets owned by our clients, including life insurance ...

A variety of financial accounts, including retirement plans and life insurance, allow individuals to designate beneficiaries. Whoever is named on a beneficiary designation form will receive those ...

Changing the beneficiary of a 401(k) plan can involve specific requirements, particularly when it comes to spousal consent. In many cases, to protect your spouse's financial interests, you need ...

Wills and trust are often thought of as the main components of an estate plan – the documents that determine who will receive our assets at death. However, simple beneficiary designation forms, which ...

When you die, anything that you own which has titling is either given to your beneficiaries via your will or via a will substitute. Any titled asset which does not have a will substitute goes into ...

There are several methods of transferring property at death. A transfer of probate property by a valid will or a deed of transfer will generally involve the assistance and advice of an attorney. While ...

We pay good money to estate-planning attorneys to draft trusts and wills. We deliberate over which loved ones are best suited to be guardians for minor children in case of catastrophe. We have ...