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.
- Just When You Thought You Understood the 10-Year Rule, Think Again - May 21, 2022
- Let’s Talk about Trusts…and Taxation - May 17, 2022
- What Estate of Marion Levine Means for Life Insurance - May 15, 2022