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
Are You and Your Parents Safe from Financial Predators?
Many of my clients and the adult children of my clients spend a considerable amount of time and energy worrying about their aging parents. … [Read more...] about Are You and Your Parents Safe from Financial Predators?
Let’s Get it Right for Problem Beneficiaries — The Addict
Humanity. Passion, emotion and imperfection personified. Sometimes, our family members can be a mess, or a mess waiting to happen. That … [Read more...] about Let’s Get it Right for Problem Beneficiaries — The Addict
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
Bacteria Found in Gum Disease May Lead to Alzheimer’s
I had an appointment for a regular dental check-up scheduled for this past week which I cancelled. It seemed to me as if an hour in the … [Read more...] about Bacteria Found in Gum Disease May Lead to Alzheimer’s
