CLARITY. COMPASSION. CREATIVITY. REACH OUT NOW

BLOG

beneficiaries

BY RON L. MEYERS

Should I Share My Will with Anyone?

When you write a will, or a trust, or any other document where you're naming beneficiaries who will receive any of your assets after death, keep it to yourself. It's your private information and it's nobody's business but yours.

Read More
BY RON L. MEYERS

Estate Planning for Your Possible Future

Part of the job of estate planning is thinking through the different ways the future might work out - who will survive whom, whether a beneficiary will be a minor or an adult at the time she receives the bequest. It’s important to take a range of possibilities into account.

Read More