» Collaborative Estate Planning

Transfer On Death or Payable On Death Accounts: Pros and Cons

June 21st, 2018
Posted By
Debra DeCarli
Transfer on death or payable on death accounts sound great at first glance - exactly because they are so easy to set up. However, there may be problems ahead for your beneficiaries if their circumstances change in any way.
Categories: Beneficiary Designations, Collaborative Estate Planning, Getting started with an estate plan, Small estate, Trusts, Uncategorized
Tags: Beneficiary designations, living trust, payable on death accounts, transfer on death accounts

Who should I pick to be successor trustee?

April 6th, 2018
Posted By
Debra DeCarli
When you create a living trust, you usually need to choose who to name as your successor trustee. It is crucial that this decision is not taken lightly and that the right person is selected for the job.
Categories: Collaborative Estate Planning, Getting started with an estate plan, Updating Your Estate Plan
Tags: executor, revocable living trust, trustee, will
Why the Best Estate Plan…

Why the Best Estate Plan is a “Process” Rather Than a “Project”

June 25th, 2017
Posted By
Debra DeCarli
Many people put their estate plan on their to-do list as a one-time project: “Create estate plan” or “Meeting with lawyer 10:30 a.m. Thursday for estate plan.” Thinking of your estate plan as a single project or task to complete and move off…
Categories: Collaborative Estate Planning, Trusts, Updating Your Estate Plan
Tags: estate planning process, getting started on your estate plan, updating your trust or estate plan

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