This post is part of our continuing series on beneficiary designations for retirement accounts after the Secure Act. As you may know, the … [Read more...] about Beneficiary Designations and the SECURE Act: Eligible Designated Beneficiaries
Beneficiary Designations and the SECURE Act: Prior Designations
This is the second in a series of blog posts from my friend Steve Hartnett, Director of Education for the American Academy of Estate … [Read more...] about Beneficiary Designations and the SECURE Act: Prior Designations
Beneficiary Designations and the SECURE Act Basics
Anyone who has worked with Clarity Legal Group has heard us say that estate planning is just as much about how your organize what you own as … [Read more...] about Beneficiary Designations and the SECURE Act Basics
Getting it right when Disinheriting an Heir
Occasionally I work with an estate planning client who wants to disinherit an heir. They've heard there is a trick to doing this correctly … [Read more...] about Getting it right when Disinheriting an Heir
Asserting Control and Exercising Care over Multigenerational Wealth
I wrote in my last post about using an asset protection trust to protect a specific beneficiary who might have need protection, for example … [Read more...] about Asserting Control and Exercising Care over Multigenerational Wealth
The Whole Point of doing a Will is to Get it Right and Know you Got it Right
I fairly often meet with someone who has done or attempted to do a do it yourself Will and wants me to tell them if it looks like they got … [Read more...] about The Whole Point of doing a Will is to Get it Right and Know you Got it Right
How Can I Keep My Estate Plan Private?
I find that some of my clients feel it is important to share the details of their estate plan with loved ones; however, others prefer to … [Read more...] about How Can I Keep My Estate Plan Private?
Keeping Things Right in Your Estate Plan: How Life Changes may Prompt Plan Changes
Estate Planning begins with defining your goals, understanding the steps necessary to establish a plan fulfilling those goals, and then … [Read more...] about Keeping Things Right in Your Estate Plan: How Life Changes may Prompt Plan Changes
Getting it Right for your Unmarried Partner: Key Estate Planning Strategies.
I often consult with unmarried couples who are deeply committed to each other yet have made the decision not to marry now – or perhaps never … [Read more...] about Getting it Right for your Unmarried Partner: Key Estate Planning Strategies.
