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How Relying On Beneficiary Designations Puts Your Family at Risk (And How To Fix It!)
As a professional in the field, I’ve seen many financial advisors, accountants, and even other lawyers suggest that naming beneficiaries on your accounts is sufficient, and that you don’t need an estate plan. However, they often overlook the potential risks to your family’s financial future.
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Would $23,000 Make a Difference to You?
Imagine discovering thousands of dollars that belong to you, only to be told you can’t have it. It’s called “unclaimed property,” money that’s yours but has been handed over to the government without your knowledge. And it happens more often than you may think.
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3 Strategies For Navigating Your Child’s Transition Into Adulthood
When your child turns 18, they’re legally an adult even though they have a lot more growing to do. Just like any other adult, their health and financial information is […]
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What Probate Is and How To Avoid It — Part 2
Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets must go through probate before […]
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What Probate Is and How To Avoid It — Part 1
Unless you’ve created a proper estate plan, upon your passing many of your assets must first go through the court process known as probate before those assets can be distributed […]
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Avoid These 4 Common Estate Planning Pitfalls
If you’re a parent, you’ve always strived to provide the best for your family, ensuring their well-being and securing their future. However, even the most well-intentioned plans can falter if […]
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4 Reasons Why a Cheap Estate Plan Won’t Work For Your Family
Most people, regardless of stature and wealth, likely do not know how to evaluate estimates when shopping for an estate plan. Shopping for an estate plan based on getting the […]
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A Gift of Peace and Power for Every Parent
Parents spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a parent, you know. Every parent deserves the peace […]
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Here’s What You Should Know About A Will
Having a Will, otherwise known as a Last Will & Testament, is important—and all adults over age 18 should have this document in place. Yet for all but a few […]
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What Happens To Your Social Media Accounts When You Die?
When you die, what happens to your online life? Each social media platform has its own rules for dealing with the accounts of deceased users, ranging from permanent deletion to […]