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Estate Planning
Estate Planning Around Your Nest Egg
When you think of "estate planning" you probably imagine writing a will and giving instructions about who gets the house, the car, and the “Family” jewelry. An important asset for many people is their IRA and employer retirement plan (401K). Retirement plans are generally passed to beneficiaries directly, and are not disposed of in a will.
 
You don't need to mention the IRA in your will or living trust, the beneficiary form is the only thing you'll need to sign. And don't worry, you can change your beneficiary at any time. It's your money after all.
 
Real estate is another asset which does not neccessarily have to pass through a will and thus avoid probate. Come speak with us about how we can help you work with and understand your estate planning process.
 
 
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