3 min readBeneficiary Designation Mistakes to AvoidMany people don’t understand that their will (or trust) doesn’t always control all of their assets. Some of a person’s assets pass by...
2 min readEstate Planning for New ParentsEstate planning is something new parents need to put at the top of their must do list. I know you may be sleep-deprived, overwhelmed, and...
3 min readNo Estate Taxes? You May Still Need Life InsuranceIncreases in the estate tax exemption (up to $11.4 million per person as of the date of this writing) has an impact on how some people...
3 min readUpdating Your Estate Plan After a DivorceUpdating your estate plan after a divorce should be at the top of your must do list. Forbes’ recent article, “9 Things You Need To Know...
3 min readProper Estate Planning Can Prevent Family FightsIf you’re concerned about family conflict after you pass away, you must have an estate plan to minimize that potential for conflict by...
2 min readUsing Life Insurance in Estate PlanningI’m a huge believer in life insurance. For me personally, being properly insured is a top priority, and I suggest the same to many of my...