There are all sorts of formalities to an estate plan. Does that mean you can’t change anything by yourself? Read the blog by my friend and colleague Steve Hartnett, an estate planning expert, to learn how your estate plan, if done properly, can give you the flexibility to make changes by yourself as to certain assets.
Timothy P. Murphy is an estate planning and elder law attorney whose practice emphasizes helping people to build, preserve and pass on their wealth. He works with his clients to accomplish their goals while avoiding unnecessary court proceedings and minimizing or eliminating exposure to death taxes.
Latest posts by Timothy P. Murphy (see all)
- Taxation of Nongrantor Trusts - August 3, 2021
- Advantages of Using a “Grantor Trust” in Planning - August 1, 2021
- Beneficiary Designations and the SECURE Act: Prior Designations - July 17, 2021
