Beneficiary

Dennis Hopper Saves Heirs with Last Minute Estate Plan Changes

Posted on: March 10th, 2016
Dennis Hopper, known for his role in Easy Rider, wanted to leave his fortune to his family. Well, not everyone in his family. Hopper made numerous estate planning changes in the last months of his life. His goal? ...

Warning: 5 Things That Can Go Wrong with Pay on Death ("POD") Accounts!

Posted on: May 27th, 2015
POD accounts sound great, don’t they? In general, POD accounts are easy to set up and make sense for many people. But what can go wrong with them?...

Does Your Estate Plan Protect Your Adult Beneficiaries?

Posted on: May 13th, 2015
If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, then think again....

How to Easily Integrate Asset Protection Trusts into Your Estate Plan

Posted on: May 5th, 2015
Asset protection has become a common goal of estate planning. Asset protection trusts come in many different forms and can be used to protect property for your use and benefit as well as for the use and benefit of your family. ...

Who’s Going to Get It: Do You Really Know the Beneficiaries of Your Dynasty Trust?

Posted on: March 26th, 2015
Today many estate plans contain irrevocable dynasty trusts that will continue for the benefit of a spouse’s lifetime and then for the benefit of several generations. Since these trusts are designed to span multiple decades, it is important that they clearly define who will be included as trust beneficiaries at each generation....

How Powers of Appointment Can Improve Your Trust

Posted on: March 17th, 2015
In broad terms a power of appointment is the right granted to an individual under the terms of a trust to change the provisions of that trust. . . Powers of appointment can be given to the current beneficiaries or trustees of a trust or to an outside third party...
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