Leaving assets to your adult children or other beneficiaries may seem simple. But in many situations, it can be quite tricky. For example, if you have a beneficiary with special needs, you must take special care. This last installment of a 3 part series by my friend and colleague Steve Hartnett, an estate planning expert, explores these sometimes thorny issues.
- How Do You Balance Inheritances? - January 25, 2023
- How to Avoid a Challenge of Your Will - January 23, 2023
- Social Security and Retirement Planning - January 21, 2023