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Tag: Beneficiary Designation

Do We Need Estate Planning?

Written by Kevin Quinn on February 10, 2021. Posted in Beneficiary Designations, Estate Planning, Power of Attorney, Probate, Trusts, Wills.

“Everyone, regardless of financial status or age, can benefit from having an estate plan—assuming you have assets to...

Beneficiary Designation, Durable Power of Attorney, Estate Planning Attorney, Federal Estate Tax Exemption, Healthcare Proxy, Medical Directives, Minor Children, Probate, Surviving Spouse, Trusts, Will

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Retitling Assets to Align with Your Estate Plan

Written by Legacy Counsellors P.C. on August 27, 2019. Posted in Asset Protection, Beneficiary Designations, Current Affairs, Elder Law, Estate Planning, Inheritance, Life Insurance, Medicaid, Miscellaneous, Retirement Planning, Tax Planning, Trusts, Wills.

Creating an estate plan is far more detailed than simply creating a will and throwing in a trust or two. If the...

Asset Protection, Beneficiary Designation, Estate Planning Lawyer, Inheritance, Joint Tenancy with Right of Survivorship, JTWROS, Life Insurance, Payable On Death, Pension, POD, Probate Court, Titling of Assets, TOD, Transfer on Death, Wills

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How a QTIP Protects Heirs in Blended Families

Written by Legacy Counsellors P.C. on November 8, 2018. Posted in Estate Planning.

Lucky enough to find love the second time around? Wonderful. Want to protect your kid’s inheritance? Smart. Here’s...

Asset Protection, Beneficiary Designation, Elective Share, Estate Planning Lawyer, Estate Tax, Inheritance, IRA , Life Insurance, Personal Representative, Postnuptial Agreement, Probate Court, Qualified Terminable Interest Property (QTIP), Tax Planning, Wills

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What you’ll Need to Leave a Legacy

Written by Legacy Counsellors P.C. on January 2, 2018. Posted in Estate Planning.

Most people don’t want to be remembered as the parent who didn’t plan for loved ones. That’s part of your legacy,...

Asset Protection, Beneficiary Designation, Estate Planning, Executor, Guardianship, Inheritance, Irrevocable Trust, Joint Ownership, Living Trust, Probate Court, Revocable Trust, Trusts, Trusts and Estates, Wills

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What’s the Difference between a Will and a Trust?

Written by Legacy Counsellors P.C. on May 17, 2017. Posted in Estate Planning, Trusts, Wills.

Wills and trusts are two very different kinds of documents used in estate planning. Everyone needs a will, but not...

Asset Protection, Beneficiary Designation, Estate Planning, Guardianship, Inheritance, IRAs and 401(k)s, Probate Court, Trusts, Wills

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How An IRA Trust Can Protect Your IRA Beneficiaries

Written by Legacy Counsellors P.C. on August 22, 2016. Posted in IRA.

Done correctly, an IRA Trust offers certain protections for beneficiaries and allows you to exert some control over...

Accumulation Trust, Asset Protection, Beneficiary Designation, Conduit Trust, Estate Planning Lawyer, Inheritance, IRA , IRA Protection Trust, IRA Standalone Trust, IRA Stretch Trust, IRA Trust, Required Minimum Distributions (RMDs), Revocable Living Trust, Special Needs

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