Don’t Let Beneficiary Designations Thwart Your Estate Plan
When conducting your beneficiary review, ensure that you’ve named a contingent beneficiary for each asset.
A Quiet Trust Has Its Benefits, But an Incentive Trust May Be a Better Option
When it comes to estate planning, one of the more nuanced tools available is a quiet trust (also known as a “silent” trust). Unlike a traditional trust, a quiet trust keeps beneficiaries — often children or young adults — in the dark about its existence or details until they reach a certain age or milestone. Many […]