Month: February 2022
Are your nephews and nieces your heirs?
You don't have any children, but you and your spouse make a good living working in the tech industry. You decide to make an estate plan because you want to ensure that you have some say in what happens to your money and other assets if you were to pass away...
Is a Totten trust part of your estate plan?
There are many parts of estate plans, especially for people who have considerable assets. Some people may have a part of their estate plan already set without even knowing it. When you open a financial account, you might fill out a form that tells the institution who...