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Irrevocable Life Insurance
Insurance on your life will be included in your taxable estate if either (1) Your estate is the beneficiary of the insurance proceeds, or (2) You possessed certain "incidents of ownership" in the policy within three years of your death. Incidents of ownership that will cause the proceeds to be taxed
Beneficiary Forms
Forgetting Your Beneficiary Forms May Defeat Your Estate PlanThe failure to correctly complete the forms that designate the beneficiaries of your life insurance policies and retirement plan accounts may undermine your entire estate plan. Here are a few tips on doing it right.Never name your estate as the beneficiary or
Are there different types of Wills?
There are many types of Wills:Holographic Wills are entirely handwritten, dated, and signed by the testator.A Living Will, Medical Directive or Health Care Directive is one that authorizes the continuance or cessation of life-sustaining medical treatments from an individual who is incapable of making that decision due to debilitating circumstances.Who
Unfortunate Outcome; No Wills Available – No Next of Kin
From time to time, the following, unfortunate situation occurs. Recently, a potential client contacted me as she was the Immediate Emergency Contact (ICE) for a good friend of hers who died. He was 84 years old and had expired approximately one week prior in his apartment  before being discovered. My