2025 Estate Planning: Steps to Contemplate
January 2, 2025
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Every year offers a chance to step back, recalibrate and plan for the year ahead, and 2025 is no different.
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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.
Don’t Miss Out on Estate Planning Opportunities
November 25, 2022
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People often overlook critical steps when they are doing their estate planning.
What Is a POD Account?
May 26, 2021
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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
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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
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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
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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
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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
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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
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Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
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