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How Does My Annuity Fit Into My Estate Plan?
Selecting the right type of annuity for yourself is no small feat. Of course, you’ve put in the research and planned with your...
Seeing an Estate Planner? Three Key Questions to Ask
Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you are gone. For...
Don’t Make These Common, Expensive Mistakes: How to Leave Assets to Minor Children
Most parents want to make sure their children are provided for in the event something happens to them while the children are still...
Consider “Micro” Estate Planning
You are probably familiar with the idea and benefits of traditional estate planning: eliminating probate fees, lowering tax...
Why receiving an inheritance changes your estate plan
Receiving an inheritance is a huge blessing but, if not handled properly, can also become a curse. Often times, the inheritor does...
Which life events that require an immediate estate plan update?
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or...