Estate Planning

Beneficiary Designations: What Are They And Why Are They Important?

When you’re planning your estate, you’ll hear much about beneficiary designations. They’re a fundamental part of the planning process,...

Lifetime Gifting & Estate Tax

There are many reasons why estate planning is essential. However, one of the main reasons we call out in that article is the idea of...

Pros and Cons of a Transfer on Death Account

In the estate planning world, no method is perfect. Even with something like a transfer on death (TOD) account, there are both pros and...

Estate Planning Tips for Small Business Owners

When you own a small business, your business itself is probably one of your most significant assets. Therefore, it’s critical you take...

3 Handy Tips to Optimize Your Retirement Assets

Have you ever heard the phrase “Begin with the end in mind?” This is a good way of summarizing how you should treat your retirement...

Estate Planning for Millennials

One interesting thing that has come out of the pandemic is an increase in estate planning for Millennials. Young people across the...

Estate Planning Tips if You Get Divorced

Did you know the US has one of the highest divorce rates in the world? That’s not exactly a fun statistic, but it’s one to be aware of....

What Is Fair in a Second Marriage Estate Planning

Getting married may feel like a fresh start but it is important to consider how a second, or subsequent marriage can impact your...

Pour-Over Will: 5 Things to Know

A pour-over will is a great legal tool to ensure your assets go to those you love when you pass away. Unfortunately, they aren’t talked...

Estate Planning for Real Estate Assets!

So how do you go about Estate planning for real estate assets?

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