Don’t Miss Out on Estate Planning Opportunities
November 25, 2022
No Comments
People often overlook critical steps when they are doing their estate planning.
Our Blog
What Is a POD Account?
May 26, 2021
No Comments
Payable on death accounts can help streamline the process of transferring certain assets to loved ones, after you pass away.
What Is a Holistic Estate Plan?
May 20, 2021
No Comments
No one can predict the future—and navigating that reality is precisely what makes estate planning so complicated.
What Is a Living Trust Estate Plan?
April 28, 2021
No Comments
While a Last Will can help ensure that one’s wishes regarding the distribution of their estate upon death are followed, it is the living trust that allows the estate to avoid probate.
Is Estate Planning After a Divorce Important?
February 22, 2021
No Comments
After the divorce, Mike logged onto the employer’s benefits system and tried, but failed, to delete Wendy as the beneficiary of his life insurance.
Your Estate Planning Checklist for 2021
January 27, 2021
No Comments
Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
The Biggest Estate Planning Mistakes and How to Avoid Them
December 15, 2020
No Comments
One of the biggest wealth transfers our nation has ever seen is about to take place. Over the next 25 years, as much as $68 trillion of wealth will be passed to succeeding generations.
Estate Planning Needs for Every Stage
September 22, 2020
No Comments
Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
Selecting a Beneficiary for a 401(k)?
July 17, 2020
No Comments
You might not be able to spend all the money in your 401(k) plan before you die. If that happens, your retirement savings will pass to the person you name as the beneficiary of the account. The information on your 401(k) beneficiary form typically supersedes what is written in your will. Therefore, it is important to keep this form up to date for all your retirement and investment accounts.
Do I Need an Estate Plan with a New Child in the Family?
May 19, 2020
No Comments
If you have children or are expecting one, you may also want to take the three big estate planning steps that we did.
Recent Posts
Join Our eNewsletter & Blog Digest
