Tag Contingent Beneficiary

Wills & Power of Attorney

Updating A Will Is Like Gardening

Updating a will is not as difficult as it sounds. The reasons a person or family need to update a will is because of a change to their

Jasper Berg
May 8, 2023

Estate Planning, Trusts and Succession Planning

IRA Rollover Into a Trust Can Be a Huge Mistake

The rules for an IRA rollover change on an annual basis. Because an IRA cannot be owned by a trust outright, this post is about identifying a spouse as a beneficiary of an IRA and thinking through who or what…

Jasper Berg
July 20, 2017