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...
by Chris Saternus | Mar 23, 2022 | wills
In a well-planned estate planning execution, the trust, will, power for property, power for health care and changes to IRA and 401(k) beneficiary designations are signed and the deed(s) transferring real estate into the trust are all executed, witnessed and notarized...
