Posts by Estate Planning Concierge, LLC
Do I need an estate plan?
Most people do not realize that everyone needs an estate plan no matter how large or small their estate is. In fact, anyone who is 18 years old or older needs some type of estate plan. Your “estate” includes all your belongings, such as your tangible personal property (including your pets), real estate, cars, bank…
Read MoreThe Dangers of Using Beneficiary Designations and/or Not Having an Estate Plan in Place
Beneficiary designations, such as Payable on Death (PODs) and Transfer on Death (TODs) may sound like a great idea and are often used to avoid probate. If you have a life insurance policy or an IRA, you most likely designated someone as a beneficiary, such as your spouse, your children, your grandchildren, or a friend…
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