Jun 10, 2024 | Beneficiaries, Children, Estate Planning, Family, Finances
In this article, we’ll discuss the first 5 steps. Next week, we’ll continue with the remaining 5 steps. Step 1: Plan for the Transfer of Your Assets Effective estate planning ensures that your assets are distributed according to your wishes, potentially reduces estate...
Feb 26, 2024 | Beneficiaries, Estate Planning, Family
In this article, we’ll explore how not to name beneficiaries on your life insurance and how to name beneficiaries to ensure your loved ones have the funds they need to thrive when something happens to you. DO NOT Name a Minor As The Beneficiary of Your Life...
Jan 8, 2024 | Beneficiaries, Estate Planning, Family
This week, we explain how the law affects retirement distributions for married couples, and why you need to be extra careful with your retirement planning if you’re in a blended family to ensure your retirement account assets go to the right people in the right...
Jul 17, 2023 | Beneficiaries, Children, Estate Planning, Trust
You may think your kids’ inheritance doesn’t need to be protected and that they aren’t going to get sued. You may be right, but you may also be overlooking one of the most common “lawsuits” that causes inheritances to be lost everyday, and that’s divorce. If you want...
Jun 19, 2023 | Beneficiaries, Estate Planning, Trust
The following four mistakes are among the most common we see clients make when selecting life insurance beneficiaries. If you’ve made any of these errors, contact us immediately so we can support you to change your beneficiary designations on your policy and ensure...
