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A blog about keeping you up-to-date with the latest Financial Planning and Wealth Management news.


Don retired from The Northern Trust Company in June of 2014. He joined the Miami office of Northern Trust in October of 1998, and was the Bank’s Fiduciary Practice Leader for Miami-Dade and Broward Counties, Florida. View Bio

What might surprise you about your will.

What might surprise you about your will.
Most people have a general understanding of what a will is: a way to designate who will get which of your assets when you die. Many think the will is the principal governing document in your estate plan, but that’s not entirely true. Many assets don’t fall under a will or probate, and without considering those things, even the best will can be almost meaningless. Most people have accumulated real estate, have life insurance, have mutual funds (as part of or separate from a 401k or IRA), bank accounts, real estate, and other assets. In most or all of these...
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