Planning Perspectives
with Douglas Fitzgerald Law Offices*

Winter Newsletter


 

Beneficiary Designations
A well drafted Will or Revocable Trust explains who should receive certain assets after death. However, that is not enough to guarantee that everything will go according to that plan.
(read more)**

Revocable Trust Assistant
In our Winter 2004 issue, we described how the failure to properly title assets could foil a perfectly good Revocable Trust. Married couples can rely upon a Marital Property Agreement to overcome most of these issues, but most single people bear a greater risk. (read more)**



 


 
 

*Doug Fitzgerald law offices are not affliated with either Weir Financial or First Heartland Capital, Inc.
**Articles by Douglas Fitzgerald Law Offices; neither Weir Financial nor First Heartland Capital, Inc. are responsible for Douglas Fitzgerald's content.

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