Estate Planning
Revocable vs Irrevocable Trust | Key Differences and Benefits Explained
American retirees will participate in one of the greatest wealth transfers in history, with $36 trillion going to beneficiaries over the next 30 years. However,
What Happens to Your 401k When You Die
American retirees are set to transfer over $36 million dollars over the next 30 years – and many of them will pass along 401(k)s to
Picking an Executor for Your Estate: Why It Matters
An executor of an estate is responsible for managing and distributing a deceased person’s assets according to their will. This involves tasks like starting the
Estate Planning Checklist: 5 Documents You Need
With over $36 trillion in wealth expected to transfer from American retirees to their beneficiaries, it’s surprising that only 32% of Americans have an estate
Estate Planning Checklist: A Guide to Organizing Your Affairs
With over $36 trillion in wealth expected to transfer from American retirees to their beneficiaries, it’s surprising that only 32% of Americans have an estate
Family Limited Partnership Comprehensive Overview
What is a Family Limited Partnership A Family Limited Partnership is simply a formal partnership where the partners are family members. Like other partnerships, a
6 Essential Wealth Preservation Strategies
Developing wealth preservation strategies has always been an essential part of retirement planning. However, today it is even more critical for one specific reason: the
How to Avoid Estate Tax
America is still a place where if you work hard, save your nickels and dimes and practice prudent financial strategies, you can build substantial wealth
Understanding Life Insurance
The Purpose Of Life Insurance Financial planning naturally focuses on the things you want to accomplish. What sometimes is missed is the fact that you
Bench Talk: 10 Questions to Assess Your Estate Plan
https://player.vimeo.com/video/174427830 It’s important to assess the health of your estate plan. More often than not, people do not adequately prepare for estate planning and retirement.
Should You Change Your Life Insurance
Life insurance is an important financial tool. Like most tools, it can be used effectively or ineffectively. You use a hammer to drive or remove
Bench Talk: Wealth Transition Troubles
https://player.vimeo.com/video/158257520We’re currently in the greatest transfer of wealth that history has ever seen. Anywhere from 60 trillion to 120 trillion dollars will change hands between
Bench Talk: Why You Need A Living Trust
https://player.vimeo.com/video/153959729 One of the key components of a financial plan is estate planning, and a living trust plays a big role in your estate plan.
Support For the Recently Widowed
Becoming widowed isn’t something women spend much time thinking about. Whether they’re newly married or been married for decades, women –and men too for that
Top Nine Common Estate Planning Mistakes
Estate Planning is almost universally acknowledged as beneficial, yet it is often practiced poorly. A well developed estate plan requires an ongoing review and evaluation of personal, family and business circumstances, making periodic adjustments as necessary. This article briefly discusses some of the most common mistakes people make in developing their estate plan.
Estate Planning 101
The Basics of Estate Planning Most of you remember the children’s story about the troll who lives under the bridge. Although there are a couple