Many people assume a divorce automatically removes an ex-spouse from their estate plan. In reality, outdated documents and beneficiary designations can sometimes allow a former spouse to inherit assets you never intended them to receive.
Revocable trusts are a powerful tool for anyone’s estate planning. Use them to protect your assets during your lifetime, manage taxes and streamline inheritance.
Tony Bennett's daughters are suing their brother over the family trust. This family controversy could have been easily avoided with careful estate planning.
It’s easy to overlook an important task after a spouse or other loved one passes away – like retitling assets. It’s a little thing with big ramifications. Follow this checklist to help make a challenging time less confusing.
