Mar 30, 20233 minBeneficiary 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,...
Mar 30, 20233 minLifetime Gifting & Estate TaxThere are many reasons why estate planning is essential. However, one of the main reasons we call out in that article is the idea of...
Mar 30, 20233 minPros and Cons of a Transfer on Death AccountIn the estate planning world, no method is perfect. Even with something like a transfer on death (TOD) account, there are both pros and...
Mar 30, 20233 minEstate Planning Tips for Small Business OwnersWhen you own a small business, your business itself is probably one of your most significant assets. Therefore, it’s critical you take...