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.
Latest posts by Yvonne Novak (see all)
- Are DIY Estate Planning Forms Sufficient? - August 11, 2026
- Elder Law and Alzheimer’s Planning: What Happens If Mom Has No Power of Attorney? - June 24, 2026
- Protection of Assets for Second Marriages and Blended Families - June 10, 2026




