Beneficiaries

Effect of Divorce on Your Will, Trust, and Beneficiary Forms

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Are you going through a divorce, or have gone through one recently?

If you’ve ever had the passing thought that your ex-spouse is still named in your will or trust, and cringed, thinking that you have to get that changed before you accidentally hand over your accounts to someone whom you don’t even want to be in the same room with…I have some good news for you. First, you’re not alone. There is a lot going on in any divorce, and ...

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Your Child and Their Inheritance: How to Share the Financials

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Most children are left in the dark regarding detailed information about their parents’ financials. Well-off parents may not want to tell their children for fear of them becoming dependent. Parents who struggle financially may not tell their children as a means to keep them from worrying. Both approaches are understandable, but in failing to speak to children about the family wealth, children may be unprepared for what will happen after their parents are gone.

As a group, baby boomers are heartened ...

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