Category Archives: Estate Planning

Avoid Unintended Consequences for You and Your Family

Avoid Unintended Consequences for You and Your Family

Erroneous or outdated beneficiary designations can result in distribution of retirement plan assets, life insurance policies, and annuity contracts to unintended beneficiaries, unfavorable income tax consequences, and expensive and protracted litigation in some cases.

Has Your Estate Plan Outgrown You?

Has Your Estate Plan Outgrown You?

If you’re married, you and your spouse have estate planning documents that were prepared before 2009, and the current and projected lifetime value of your estate is less than $5.5 million, or potentially $11 million, your plan may be outdated.

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