Ten Common Estate Planning Mistakes

Barbara Buxton, a fellow elder law attorney, recently posted an article with common mistakes made during the estate planning process. We believe these tips to be helpful and beneficial to anyone in this position. Ten Common Estate Planning Mistakes Procrastination. Not creating more than a Will in your estate plan.(You don’t create a Revocable Trust […]

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Estate Planning and Retirement Plans

Couples in second (or more) marriages, especially those with children from previous marriages, should review their retirement plans. Certain qualified retirement plans are required to be paid as joint and survivor benefits unless the spouse has properly waived the right to receive survivor benefits. A waiver of this right prior to marriage (e.g., in a […]

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