Articles

12 Tips to Kickstart your Estate Planning for 2024 – Day 1

12 Tips to Kickstart your Estate Planning for...

When I ask my clients what they are wanting to accomplish, most of them tell me they want to have... Read More arrow
What Happens If You Forget to Update Beneficiary Designations?

What Happens If You Forget to Update Beneficiary...

If you were to become incapacitated, who would be in control of that money? If we do a proper plan... Read More arrow
How do Beneficiary Designations work with Inheritance Tax?

How do Beneficiary Designations work with Inheritance Tax?

We've outlined a few reasons in previous blog articles this week, about not relying too much on beneficiary designations. Another... Read More arrow
Do Beneficiary Designations Protect My Resources?

Do Beneficiary Designations Protect My Resources?

Proper estate planning protects your resources, because the biggest financial threat that seniors and retirees face is needing long term... Read More arrow
Should I have a Will and Beneficiary Designations?

Should I have a Will and Beneficiary Designations?

There's this idea amongst people, and particularly financial advisors, that if you have a financial account and you put a... Read More arrow
Ensure Your Beneficiaries are Up to Date

Ensure Your Beneficiaries are Up to Date

Estate planning is an important part of life, and it involves more than just creating a will or trust. It’s... Read More arrow
Does The Perfect Estate Plan Exist?

Does The Perfect Estate Plan Exist?

We talk a lot about legacy planning on the radio show, which is called the Life and Legacy Show. So... Read More arrow
How Do You Want to be Remembered?

How Do You Want to be Remembered?

Most of us go through life, shaping our own story. We have different experiences and chapters in life. If we... Read More arrow
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