When people think about an Estate Plan, they often have tunnel vision and focus on just a few of the many considerations that influence the plan. Most individuals focus on their assets and figuring out to whom they want those assets to pass. While those things matter, thinking about the intended beneficiary and their individual circumstances also matters. Certain types of beneficiaries require additional planning. Read on to learn more.
Amy Lazas is the owner of Providence Law Group, LLC., where she works with clients in the areas of estate planning and administration. Prior to her legal career, Amy worked in large corporate organizations for over 20 years marketing and selling products and services. She also managed corporate partnerships in the U.S. and Internationally.
Latest posts by Amy Lazas (see all)
- National Make-a-Will Month - September 11, 2023
- IRS Confirms Grantor Trust Status Alone Does Not Cause a Step-Up in Basis - September 8, 2023
- Understanding the Importance of the Simultaneous Death Act - September 4, 2023
