by Duncan Legal | Oct 16, 2018 | Estate Planning
Designated beneficiaries are people (though can also be a trust or an estate) whose life expectancy is used to calculate particular features of a retirement plan. These plans can include qualified plans, 457(b) plans for state and local government employees, 403(b)...
by Duncan Legal | Sep 25, 2018 | Estate Planning
Talking and planning about the future can be very intimidating, especially if you’re approaching these conversations in a more realistic approach. Sure, daydreaming about future employment and vacation plans can be a lot of fun, but discussing asset...
by Duncan Legal | Aug 22, 2018 | Estate Planning
While most U.S. adults age 18 and over have not prepared their estate or started planning for the transfer of assets, 81% of Americans above the age of 72, as well as 58% of baby boomers (aged between 53 and 71) do have estate planning documents. If you’re part...
by Duncan Legal | Jul 25, 2018 | Estate Planning
Life can be beautiful, entertaining, and truly amazing. Unfortunately, it can also be quite sad, as death can strike at anytime. These aren’t exactly topics people enjoy talking about or even thinking about, but since it is a reality, it’s important to at...
by Duncan Legal | Jul 2, 2018 | Estate Planning
Ensuring your family’s future is extremely important, and though it’s a difficult conversation to have, you must talk about asset distribution with your loved ones in the event of something happening to you or your family. Estate planning should be at the top of every...
by Duncan Legal | Apr 20, 2018 | Estate Planning
Perhaps the best way to begin to explain the difference between a will and a trust is to explain what they have in common. Both wills and trusts are vehicles by which an individual hands over their property to their heirs. The differences are in when they go into...
by Duncan Legal | Feb 20, 2018 | Estate Planning
While a Will of 10 words carved into a bumper was deemed valid (really, this happened in Canada), ideally you should use something a little more substantial to distribute your estate upon your death. Of course your Will should be in writing, but equally important is...
by Duncan Legal | Nov 20, 2016 | Estate Planning
When it comes to estate planning, you have several options for controlling what happens to your assets after you die. One popular tool is a living trust, which is a legal document that creates a trust while you are still alive. You transfer all of your assets to the...
by Duncan Legal | Jul 25, 2016 | Estate Planning
Estate planning is a vital process for just about everyone. However, it is a process whose public image is oftentimes marred by misinformation. It is essential that, when considering engaging in estate planning, you are able to effectively separate fact from fiction...
by Duncan Legal | Jun 20, 2016 | Estate Planning
The topic of “pulling the plug” and other aspects of end-of-life medical care are incredibly sensitive subjects, and most people have very strong opinions on such matters. In fact, you’ve probably seen some very high-profile legal battles between family members play...
