Category: Estate Planning

FDIC Insurance Coverage for Trust Bank Accounts

Prompted by the recent takeover of Silicon Valley Bank, the Federal Deposit Insurance Corporation (“FDIC”) has published guidance regarding the calculation of insured funds at a particular insured depository institution (“IDI”).

This article summarizes some of the key points of the (more…)

Essential Estate Planning Documents

Many individuals are unsure what documents are needed when planning their estate. There are many options to consider when planning to pass their wealth to loved ones. For many they have a specific goal of avoiding the expensive probate process when planning their estate.

In order (more…)

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We at LifePath Law, APC, believe in providing services in a way that clients can easily understand and meaningfully participate in designing and maintaining their estate plan for their loved ones, as well as be assured that their plan will be administered according to their wishes.