Common Estate Planning Myths
Estate planning can be a very difficult process. While it’s [...]
IRA Legislation Update: SECURE ACT – 2020
On December 20, 2019, President Trump signed the Setting Every [...]
Is your estate plan a blessing or a curse?
Proverbs 20:21 says “an inheritance obtained too early in life [...]
Everyone Has an Estate Plan
When someone mentions Wills, Trusts or estate planning what comes [...]
Reminder: Review Your Beneficiary Designation
If it's been a while since you've looked at your beneficiary designations on life insurance, retirement accounts, bank accounts and other assets where you are able list who to transfer the property to on your death, it's good to review them and see if any updates are needed.
Costs to Prepare an Estate Plan
I am often asked what it costs to prepare an estate plan. Some things to think about in response...
Updating Beneficiary Designation Forms
Did you know that if you do not properly designate beneficiaries on assets like life insurance & retirement accounts...
Provisions in the Trust or Will
A no-contest clause basically provides that if someone contests the estate planning documents and loses their challenge...
Does A Living Trust Avoid Probate?
I am often asked whether a "living trust" avoids probate?
How to Begin the Process of Choosing a Guardian for Your Child
Choosing a guardian for a child is one of the most difficult things a parent may ever have to do...