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.
- Debunking Common Estate Planning Myths - December 2, 2023
- Why ‘I’m Too Young for Estate Planning’ is a Fallacy - November 30, 2023
- No, Writing Your Will on a Napkin Isn’t Enough - November 28, 2023