Estate Planning for Millennials

A Signed and Sealed – But Not Delivered – Beneficiary Form Doesn’t Count

A beneficiary form is one of the most helpful estate planning tools, but don’t make the mistake of not filing. Even if the form is signed and sealed, it will not be accepted by your financial institution if it is not filed—unintentionally leaving your loved ones out in the cold despite your good intentions. Read more…

Understanding Taxes and Trust Distributions

Understanding the tax implications of different types of trusts can be complicated, but it’s important to be aware of this aspect. Revocable and irrevocable trusts are taxed differently because of who maintains control over the assets. Read more…

It Isn’t Too Late to Keep This New Year’s Resolution

To truly make a difference in your life, consider making resolutions that will help ensure the financial security of your family. Read more…

Conservatorships vs. Powers of Attorney: Which Is Right for You?

You may need to manage the affairs of a loved one who no longer is able to make decisions. A power of attorney is a low-cost, straightforward way to do this, but your situation may require a conservatorship instead. Read more…

The Pros and Cons of Trusts

Trusts can be a useful tool in estate planning. Learn their pros and cons to see if they are right for you. Read more…

Will Your Heirs Mishandle Their Inheritance?

If you’re worried your heirs will mishandle their inheritance, setting up a trust could be a valuable tool. A trust can help ensure your assets benefit the people you love long after you pass on. Read more…

Can a Trust Strengthen Your Estate Plan?

If you’re exploring options for your estate plan, you may want to consider setting up a trust. You don’t have to be wealthy to benefit from this key legal tool. Read more…

Creating a Trust When Your Family Has Debt

It’s still possible to protect your assets for loved ones after you pass away with a trust – even if you have debt. Learn how your debt could affect any trusts you may want to create. Read more…

Taking Digital Assets into Consideration in Estate Planning

Ever wonder what will happen to your digital assets when you pass away? The topic is becoming increasingly relevant as more of us use online accounts, and it’s important to have a plan. Read more…

Leave a Legacy Through Estate Planning

Everyone leaves a legacy upon passing. That legacy can include intangible things like how you raised your family or how you served your community. Your legacy can also include tangible gifts to organizations that have been important to you, such as your place of worship, your alma mater, or a charity. Read more…


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