by Chris Saternus | Nov 3, 2022 | estate plan
One of the more complex topics in estate planning is planning to provide for care for your children and ensuring that the assets you leave behind will be used efficiently and productively for the benefit of your children. Imagine a young couple...
by Chris Saternus | Nov 2, 2022 | estate plan
The answer to this question depends on how the property is titled. So let’s go through the possibilities. If the property (say real estate or a bank account) is titled solely in your name, the property will pass in probate. At your death, a...
by Chris Saternus | Oct 23, 2022 | estate plan
You make absolutely sure that each retirement plan, IRA, Roth IRA, 401(k) or other tax preferred retirement account has been reviewed as to the successor beneficiaries at your death. Each account or plan will have a unique form to be completed to appoint...
