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Just a Simple Will?

I can appreciate the desire to have simple documents and a "simple will." Yet, we live in a complicated world, where we have bank accounts, investment accounts, IRAs, doctors, hospitals and then-- if we do not have the right estate planning documentation, we have courts. Therefore, a simple Will does not always meet our objectives. We still need powers of attorney for finances and for health, and to utilize a trust or pay on death designations. Perhaps, most importantly, there is the need for advice-- how to use estate planning documents and avoid court if you get sick or incapacitated. I give my clients advice, not just paper. The articles on my website gives some ideas of the issues I cover.

Who should be y...
Who should be the beneficiary of an IRA
 

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Tuesday, 15 October 2019