Designated Beneficiaries

Estate Planning Mistakes to Avoid

Over the next 30 to 40 years, $30 trillion in financial and non-financial assets is expected to pass from the baby boomers — the wealthiest and one-time largest generation in U.S. history — to their heirs…

Estate Planning – It’s Not Just a Tax Issue

As everyone is well aware, the U.S. Congress passed a major new tax law in December.  One provision included increasing the estate tax exemption to $22.4 million for a couple and $11.2 million for individuals, essentially doubling the previous exemption amount....

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Dos and Don’ts of Beneficiary Designations

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Most people think of wills and trusts when they hear the words estate planning. However, an essential - and often overlooked - aspect of estate planning is making beneficiary designations and keeping them up to date after life changes....