When to Avoid Naming a Trust as Beneficiary of Your Retirement Plan

Naming a trust as a beneficiary of your retirement plan can be a good idea in some circumstances, but it can be dangerous if you are worried about creditors coming after your estate.  There are a lot of good reasons to name a trust as beneficiary of a retirement plan, whether it is a 401(k), […]

Estate Planning with Children Who Have Special Needs

Estate planning is always a good practice, but when it comes to a parent that has a child who has special needs, it is almost a necessity. All cases are different from the levels of care, varying greatly from situation to situation. Proper planning on the parents part will not only benefit the child, including […]