Pour-Over Will: Not Your Average Will Wills and trusts are the two basic legal instruments that people use to pass accounts and property on to their loved ones at death. […]
Read More »Letter of Instruction for Your Estate Plan
Letter of Instruction for Your Estate Plan Whether you are starting from scratch or have an estate plan in place a letter of instruction (LOI) is an important part of […]
Read More »Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning
Are Your Documents Following the Same Script? Basics of Beneficiary Forms and Estate Planning In the event of your untimely death, the manner in which your beneficiaries — or those […]
Read More »If I Don’t Have an Estate, Do I Really Need an Estate Plan?
If I Don’t Have an Estate, Do I Really Need an Estate Plan? You don’t need to have a summer house in the Hamptons or a private art collection big […]
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