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Avoid This Major Mistake When Adding an IRA to Your Estate Plan

Filed under Estate Planning, Estate Planning Blog, Inheritance, Legacy Planning, Probate, Taxes, Trusts | By

Some people assume that because they’ve named a specific heir as the beneficiary of their IRA in their will or … Read More

Do Your Homework to Ensure Your Kids Are Properly Cared For No Matter What Happens

Filed under Estate Planning, Estate Planning Blog, Family, Kids Protection Planning, Naming Legal Guardians, Parents | By

It’s back-to-school time again, and when it comes to estate planning YOU may have homework to do. As a parent, … Read More

The Ins and Outs of Collecting Life Insurance Policy Proceeds

Filed under Asset Protection, Beneficiaries, End of Life, Estate Planning, Estate Planning Blog | By

Unlike many estate assets, if you’re looking to collect the proceeds of a life insurance policy, the process is fairly … Read More

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