Too often, people believe their wills will solely determine who receives their assets. While this is true for “probate assets,” which are assets that are usually owned solely in a person’s name, it is not the case for multiple non-probate assets, which are assets that have a designated beneficiary. If you have qualified retirement plans,[…]
Whether you realize it or not, you need an estate plan. There is a perception that estate planning is for older folks with substantial assets and family members they want to leave their estate to. But, financial experts agree, that is just not the case. Estate planning is for everyone, because when the time comes[…]