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Category: Beneficiary

Knives Out
Beneficiary / Estate Planning

Why the Knives May Come Out at Death

The box office success of the 2019 murder mystery Knives Out led to franchise status, with Glass Onion, the first sequel, released in late 2022. The original Knives Out featured …

Beneficiary-Controlled Trust
Beneficiary / Estate Planning / Trust Administration

What You Need to Know About Beneficiary-Controlled Trust

Would you like to provide your children or loved ones with an inheritance but protect them from the risks that may accompany a large windfall? If so, you can create …

Spouse Disclaimer Provision
Beneficiary / Estate Planning / Marital Agreements / Trust Administration

Three Things You Need to Do When Your Spouse Dies and Their Will or Trust Has a Disclaimer Provision

Losing your spouse is one of the most difficult things you might face in life. Although it is important to take time to grieve, there are also some crucial steps …

Aaron Carter Estate Planning
Beneficiary / Estate Planning / Trust Administration

Aaron Carter: A Life Gone Too Soon

Musician Aaron Carter, a former child pop star and younger brother of Backstreet Boys singer Nick Carter, died in November at the age of thirty-four. Aaron’s untimely passing is one …

Treasury Bond
Beneficiary / Trust Administration

Changing the Beneficiary on a Treasury Bond

The goal for my clients is to put all their assets in the trust we create together. This includes Treasury Bonds. You can find the paperwork for changing the beneficiary …

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