Do I Get Ex’s 401(k) because I Was Named the Beneficiary?

January 12, 2022

My ex-husband passed away. However, I was named the beneficiary on his 401(k). Even though we are divorced, do I still have a right to it?

Estate Planning

Does a TOD Supersede a Trust?

January 11, 2022

Both help you pass down assets, while avoiding the time and expense of probate. However, one has much more flexibility than the other.

Estate Planning

How Much Is the Required Minimum Distribution from Retirement Accounts?

January 8, 2022

Americans are living longer than they were a generation ago, and the government knows it. Starting in 2022, that will be reflected in the amount of money you have to draw from retirement accounts at different ages.

Estate Planning

How Do You Split an Estate in a Blended Family?

January 7, 2022

Good estate planning must consider more than what you want to happen to your property and for your beneficiaries. It also must consider what you intentionally want to avoid happening.

Estate Planning

Why Naming Beneficiaries Is Important to Your Estate Plan

January 6, 2022

If you’ve ever spent time working through your estate plan, you know how important it is to select and update your beneficiaries.

Estate Planning

What is the Difference between a Trust and a Will?

November 12, 2021

No one relishes the thought of the day they pass away and leave all their worldly possessions behind. However, it’s a certainty that no one can avoid. Thankfully, you have options for planning for what happens to your estate, including a will or a family trust.

Estate Planning

Why Do Families Fail when Transferring Wealth?

November 10, 2021

Over the next 25 years, analysts anticipate $68 trillion to be passed down to younger generations and charities. While the importance of legacy planning is not limited to the forthcoming Great Wealth Transfer, it does spotlight the significant amount of wealth that has been created, primarily by Baby Boomers, and the need to transition these assets thoughtfully.

Estate Planning

Do I Need a 529 Education Savings Plan?

November 9, 2021

Most of us associate 529 accounts as college savings vehicles. They’re flexible, allowing you to transfer assets to anyone, including yourself, for the express purpose of furthering the education of your beneficiary. However, did you know that a 529 can also be a powerful estate planning tool?

Estate Planning

Estate Planning Mistakes to Avoid

November 6, 2021

According to a Caring.com survey, only 4 in 10 American adults have a will or a living trust. And what may be even more surprising is that younger adults are outpacing their middle-aged and older counterparts when it comes to estate planning.

Estate Planning

How Does Medicaid Count Assets?

November 5, 2021

Although the Medicaid system may be a generally recognized public benefit, the intricacies of the program usually do not become relevant to individuals, until they face the need to use it.

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Welcome to Aliav Law

Peace of Mind for Your Children or Family

Do I Get Ex’s 401(k) because I Was Named the Beneficiary?

Does a TOD Supersede a Trust?

How Much Is the Required Minimum Distribution from Retirement Accounts?

How Do You Split an Estate in a Blended Family?

Why Naming Beneficiaries Is Important to Your Estate Plan

What is the Difference between a Trust and a Will?

Why Do Families Fail when Transferring Wealth?

Do I Need a 529 Education Savings Plan?

Estate Planning Mistakes to Avoid

How Does Medicaid Count Assets?