September 6, 2017
Life Insurance and Estate Planning: Protectin...
One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits of life insurance will...
Category: Estate Planning
July 12, 2017
The Perils of Joint Property
People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member. The appeal of joint tenancy is...
July 12, 2017
The Difference between Lifetime and Deathtime...
According to a March 2017 survey by Caring.com, six out of ten Americans have no will or any other kind of estate planning. Many said they’d get...
March 29, 2017
Money Isn’t Everything in Estate Planning
How to Pass Your Stories and Values to the Future Generations Money may be the most talked about wealth contained within a person’s estate, but...
December 17, 2016
Tools You Can Use to Leave Words of Wisdom to...
You come into the world a blank slate, and as you grow, you gain wisdom. You’ve planned your estate to leave physical assets to beneficiaries, so...
November 17, 2016
3 Decidedly Dumb Ways to Leave an Inheritance...
Estate planning offers many ways to leave your wealth to your children, but it’s just as important to know what not to do. Here are some things...