Monthly Archives: October 2018

Heir vs. Beneficiary: What’s the Difference?

This month we’ve been sharing information about estate planning, since October is National Estate Planning Month. In this week’s blog, we look at the difference between a beneficiary and an heir. They’re Not the Same Thing When creating their estate plans, many people use the terms “heir” and “beneficiary” interchangeably. However, heirs and beneficiaries are […]

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Financial and Estate Planning for Families with Special Needs Kids

This month we’ve been discussing various issues related to estate planning, since October is National Estate Planning Month. In this week’s blog, we look at some of the unique financial and estate planning challenges faced by families with special needs children. Logistical and Financial Challenges Parents of children with special needs and disabilities face many […]

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Keep This Estate Planning Checklist Handy

This month we’ve been sharing information about estate planning, since October is National Estate Planning Month. In this week’s blog, we present a checklist of some of the most important items that should be on your estate planning to-do list. Designate an executor or trustee. This is the person who will be responsible for handling […]

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Celebrating National Estate Planning Awareness Month

October is National Estate Planning Awareness Month. To help raise awareness of the importance of estate planning for families, we’ll be publishing blogs all month long that discuss various aspects of the estate planning process. Here in the first blog, we dispel the mistaken notion some people have that estate planning doesn’t apply to everyone. […]

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