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Estate Planning

Estate Planning FAQs

By Joseph Fournier | June 1, 2023

Here are four of the estate planning questions we receive most:

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Required Minimum Distributions – Four Things to Know (RMDs)

By Joseph Fournier | May 18, 2023

Here are four things to know regarding the rules for RMDs:

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Four Common Estate Planning Myths (Part 2 of 2)

By Joseph Fournier | May 16, 2023

This post summarizes four common estate planning myths:

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Four Common Estate Planning Myths (Part 1 of 2)

By Joseph Fournier | May 4, 2023

This post summarizes four common estate planning myths:

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Four Biggest Mistakes with Your Will/Estate Plan

By Joseph Fournier | April 11, 2023

Here are four considerations we address with our clients to ensure they have better wills/estate plans:

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Four Reasons to Consider Continuing Trusts for Your Beneficiaries

By Joseph Fournier | April 4, 2023

Here are four advantages to leaving assets to your beneficiaries in continuing trusts:

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Four Reasons to Consider Full Disclosure to Your Heirs

By Joseph Fournier | March 30, 2023

For the following reasons, it is important to at least consider the benefits of being an “open book” to your heirs.

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Basic Estate Planning – Four Considerations

By Joseph Fournier | March 21, 2023

It is essential for anyone with children and anyone who has any assets to distribute, regardless of age or income level, to have basic estate planning documents in place.

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Four Reasons to Have a Trust

By Joseph Fournier | March 7, 2023

This blog is an overview of four of the best reasons to have a Trust in place:

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Four Biggest Mistakes with Your Will/Estate Plan

By Joseph Fournier | February 28, 2023

Here are four considerations we address with our clients to ensure they have better wills/estate plans:

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