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Beneficiaries

Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests

Posted on: March 15th, 2017
Without certain protections in place, naming beneficiaries to your life insurance policy may not be enough to protect the funds....

Don’t Leave Your Trust Unguarded: 6 Key Ways a Trust Protector Can Help You

Posted on: February 15th, 2016
Can You Benefit from a Trust Protector? Generally speaking, the answer is yes. Trust protectors provide flexibility and an extra layer of protection for trust maker intent as well as trust assets and beneficiaries....

Decanting: How to Fix a Trust That Isn’t Getting Better With Age

Posted on: September 1st, 2015
While many wines get better with age, the same cannot be said for some irrevocable trusts. Maybe you're the beneficiary of a trust created by your great grandfather seventy years ago that no longer makes sense. Or maybe you created an irrevocable trust twenty years ago that doesn't work as it should. Is there any way to fix an irrevocable trust that has turned from a fine wine into vinegar? You may be surprised to learn that under certain circumstances the answer is yes, by 'decanting' the old broken trust into a brand new one....

Why Does Probate Take So Long?

Posted on: July 15th, 2014
Probate can be easily avoided, but most estates are dragged through the process. Why? Many people fail to create an estate plan, so probate is required. And - others plan with just a Will, so probate is required. As a result, assets end up at the mercy of a probate judge, open to public scrutiny, and delayed passing to beneficiaries....
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