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The Benefits of a Simplified Estate Plan

Andy Reynolds

Atheneum

Thus far in the Estate Planning section of the Ballast Atheneum, we have discussed an introduction to estate planning, probate, trust planning, and planning for a legacy – all of these topics can be expanded upon significantly.  However, this week we thought it would be important to discuss simplifying an estate plan.  Most estate planners, … Continued

Risk Management in Estate Planning

John Boardman

Atheneum

When thinking about estate planning, most people think solely about how their assets will be distributed at their death.  Obviously, that is of primary concern but many of our clients’ estate plans encompass the often-neglected area of risk management.  In each of our lives, there are risks that must be considered and therefore planned around.  … Continued

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