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Compassionate. Convenient. Comprehensive.

Compassionate. Convenient. Comprehensive.

Month: November 2019

Advance Planning for Unmarried Couples

ust like married couples, unmarried partners need to have discussions and make decisions on estate planning. It’s really not more complicated than estate planning for married spouses, but many unmarried couples neglect their estate planning simply because they’re unmarried and may not think about what would happen to their estate.

What Happens With Split Beneficiaries

During the estate planning process, you will be asked to name one or more beneficiaries. Often, you’re asked for three tiers of beneficiaries: primary, secondary, and a final level in case of the worst case scenario. But what happens when a beneficiary is deceased or disclaims?