Making Gifts to Children and Other Family Members

Insights

Making Gifts to Children and Other Family Members

Katie Commons 11/26/24 Katie Commons 11/26/24

Making Gifts to Children and Other Family Members

Who Should Have Estate Planning Documents?

Mary Beth Melso 11/13/24 Mary Beth Melso 11/13/24

Who Should Have Estate Planning Documents?

Katie Commons 11/1/24 Katie Commons 11/1/24

Should Probate be Avoided?

Katie Commons 10/30/24 Katie Commons 10/30/24

The Use and Beauty of Per Stirpes

Mary Beth Melso 10/28/24 Mary Beth Melso 10/28/24

Will Substitutes to Avoid Probate

Why Beneficiary Designations are Important

Katie Commons 10/28/24 Katie Commons 10/28/24

Why Beneficiary Designations are Important

Beneficiaries and traditional, non-ROTH retirement accounts.

Giving to Charity After Your Death via Your Retirement Account

Katie Commons 10/28/24 Katie Commons 10/28/24

Giving to Charity After Your Death via Your Retirement Account

Katie Commons 9/4/24 Katie Commons 9/4/24

Trusts in an Estate Plan

Learn about common situations that benefit from the use of Trusts