Category Archives: Estate Planning
Don’t Mistakenly Disinherit Your Grandkids
By Brent Ripley, Attorney at Law Partner Jamestown Wealth Management Let me pose an uncomfortable question. Where would you want your assets to go if one of your children died before you, but left children of his or her own? … Continue reading
Posted in Estate Planning
Leave a comment
Problems with Joint Tenancy
By Brent Ripley Many people are tempted to avoid probate by adding children or others as joint tenants to their properties or bank accounts. Don’t do it! You may think it’s a convenient way to pass your property free of … Continue reading
How to Inherit an IRA
by Brent Ripley Many people mistakenly name their family trust as a beneficiary of their IRA or 401(k) account. But wait! You thought this was what your trust was for, right? Shouldn’t your trust be the owner or beneficiary of … Continue reading