Planning is important. If you don’t plan, your assets go pursuant to the state’s default plan, which may be very different from what you want. If you plan, you can be sure your assets go exactly to whom you want and in a manner that can benefit them the most.
Latest posts by Michael J. O’Brien, Estate Planning Attorney (see all)
- Application of the Updated Life Expectancy Tables - March 22, 2022
- What Everyone Should Know about the New FDIC Regulations - March 15, 2022
- State Income Taxation of Social Security Benefits - March 8, 2022
