How to Make a Trust Work, Trust Funding Explained
January 15, 2025
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Creating a trust is only half the battle—funding it ensures that your assets are protected and distributed according to your wishes.
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Holiday Family Discussion – How to Prepare Heirs for an Inheritance
December 27, 2024
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Inheritances can certainly be life-altering events. However, they can cause challenge. Therefore, it is important to have your heirs prepared.
How to Add a Legacy Contact on Your Apple or Google Phone
December 19, 2024
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In today’s digital age, many of us rely on our smartphones to store essential personal information, from photos and messages to bank details and contacts.
Have a Trust or Use Payable-On-Death Account to Pass Wealth?
November 7, 2024
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Is naming a beneficiary for a nonretirement, ‘payable on death’ account as effective as putting the account in a living trust?
How Do I Leave an Inheritance to My Child but Not Their Spouse?
October 24, 2024
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Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.
What’s the Difference Between an Heir and a Beneficiary?
October 18, 2024
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Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.
What is a Primary and a Contingent Beneficiary?
September 5, 2024
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Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
Should My Assets Be in a Living Trust?
August 16, 2024
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And whether your estate is a larger one or a more modest one, you may be eager to pass wealth down to your loved ones in the most efficient way possible.
How to Name a Beneficiary
August 8, 2024
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Naming a beneficiary is a crucial step in estate planning. It promotes your wishes after you’re gone, streamlines inheritance, and spares your loved ones undue stress.
How to Discuss Estate Planning with Your Aging Parents
July 12, 2024
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Discussing estate planning with your aging parents is vital to protect their wishes. It can be a hard conversation to start. However, it’s still necessary.
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