When was the last time you looked at the beneficiaries listed on your accounts? Why should you even peek at them? (Spoiler alert: You should actually look at your beneficiary listings on a regular basis). Our clients are regularly asked about the beneficiary listings on their accounts, and often they don’t know and aren’t sure… Read More »
What is a Revocable Living Trust?
One of the most common questions we get in our office is “What is the difference between a revocable living trust and a trust?”. The answer is very simple: nothing. So, what exactly is a revocable living trust? Let’s break it down. A trust is a valuable estate planning document which allows you to have… Read More »
