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Is adding child to bank account enough for estate planning? Learn about probate avoidance, hidden risks like creditors, and better alternatives like living trus
How Much Life Insurance Do You Really Need? Let’s Figure It Out Together
Here’s a question I hear all the time. “Do I really need life insurance?” And right behind it comes, “How much should I actually have?” Let me answer the first one right away. Yes, you really should have life insurance as part of your comprehensive estate plan. I remember a time when I let my […]
Why Outdated Beneficiary Designations Can Wreck Your Estate Plan
When people think about estate planning, wills and trusts often come to mind first. But there is a simple tool that can make a big difference in ensuring your assets pass smoothly to your loved ones: beneficiary designations. A beneficiary designation is a simple way to name who will receive a particular asset when you […]
Can I Leave Money to My Church When I Die?
As the season of giving approaches, many people reflect on how they can make a lasting impact on the causes that matter most to them. For some, this includes leaving a gift to their church or a cherished organization as part of their estate planning. Thoughtful planning allows you to extend the spirit of generosity […]
