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There are many pitfalls to be aware of when relying on beneficiary designations.

Check out this great article on the benefits of using a revocable trust versus relying on TOD accounts.

While there is no specific rule as to how often one should update their estate planning documents, here are five simple indications

Asset protection planning can be described as employing legal strategies to preserve and protect a client’s assets. The goal of asset protection

A Revocable Living Trust is one that the grantor—the individual who creates and funds the trust—sets up during their lifetime. Importantly –

If there’s one overarching piece of advice I would give potential clients, it would be to make sure they do their estate

To tell you the truth, in some limited circumstances, doing your own estate plan might make the most financial sense. For example,

Estate planning may be defined as a series of steps you take now to protect yourself and your assets during your lifetime

Clients often overlook the importance of planning for incapacity as part of their basic estate planning. Incapacity can happen at any age,