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What is a Required Minimum Distribution?
A Required Minimum Distribution (RMD) is the minimum amount that individuals with certain retirement accounts, such as traditional IRAs (Individual Retirement Accounts)…
Navigating Heirloom Planning in Blended Families
Heirloom planning in the context of blended families involves making decisions about the distribution and preservation of cherished family heirlooms within a…
Accumulation Trust: What is it and Should I Include in in My Estate Planning?
An Accumulation Trust is a type of trust that allows the income generated by the trust assets to be accumulated within the…
How Can a Trust Protect My Children?
Protecting your children and securing their financial future is a top priority for parents. One powerful tool for achieving this is a…
Preventing a Will Conflict
When planning your estate and creating a will, one important consideration is preventing a contest to your will and preserving peace within…
Retirement and Estate Planning: Pitfalls to Avoid
One of the most significant impacts of retirement on your estate plan is the change in income and assets. When you retire,…
Why Updating Beneficiaries is Important to Estate Planning
Updating beneficiary designations is an essential part of estate planning, particularly when it comes to retirement accounts such as IRAs and 401(k)s….
How to Select the Best Fiduciary for Your Estate Plan
Choosing the right fiduciary for your estate plan is an important decision that should be made carefully. A fiduciary is a person…
What are the Responsibilities of a Trustee of a Revocable Living Trust?
A trustee of a revocable living trust is responsible for managing the assets and affairs of the trust during the grantor’s lifetime…
Reading of the Estate Plan: Who Should Meet with the Lawyer?
People often wonder, who should meet with the lawyer for the reading of the estate plan? While the idea of a dramatic…
