4 Common Mistakes Made On Life Insurance Beneficiary Designations
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your...
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- Sep 6, 2022
- 6 min
PRESIDENT BIDEN’S STUDENT DEBT RELIEF PLAN EXPLAINED WITH FAQS
This August, President Biden, Vice President Harris, and the U.S. Department of Education (DOE) announced a three-part plan to help low...
- Aug 29, 2022
- 5 min
3 Critical Considerations For How To Save For Your Child’s (or Grandchild's) College Education—Part2
If you have started to save for your child or grandchild’s college education, it’s worth considering whether to use a 529 plan, an...
- Aug 8, 2022
- 5 min
4 Essential Strategies For Protecting Your Family's Assets
You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have...
- Jul 6, 2022
- 6 min
What You Need to Know About Collecting Life Insurance Proceeds
If you're looking to collect life insurance proceeds as the policy’s beneficiary, the process is fairly simple. However, during the...
- May 20, 2022
- 8 min
Key Milestones For Planning Your Retirement
The road to retirement is a long one, and as with any journey, it helps to have a few key milestones along the way to help gauge your...
- Mar 31, 2021
- 5 min
7 Ways To Save Big Money On Your Taxes - Part 1
2020 was a nightmarish year for many families. But thanks to recent legislation, you could see a silver lining in the form of major tax...
- Feb 12, 2021
- 5 min
New Developments Transform the Role Life Insurance Plays in Your Estate and Financial Planning
Within the past year, a combination of new legislation and the recent change of leadership in the White House and Congress stands to...
- Nov 24, 2020
- 4 min
Getting Divorced? Don’t Overlook These 4 Updates to Your Estate Plan—Part 1
Going through divorce can be an overwhelming experience that impacts nearly every facet of your life, including estate planning. Yet,...
- Nov 6, 2020
- 6 min
Will Your Estate Plan Actually Work When Your Family Needs It?
November 6, 2020 is “National Love Your Lawyer Day,” which started in 2001 as a way to celebrate lawyers for their positive contributions...
- Jul 10, 2020
- 4 min
A Tragic Oversight: Kobe Bryant’s Youngest Daughter Mistakenly Left Out of Family Trust
In January, we reported how the deaths of NBA legend Kobe Bryant (Kobe) and his 13-year-old daughter, Gianna, in a helicopter crash...
- Jun 26, 2020
- 3 min
How Do Trusts Help You Save on Taxes?
Many people come to us curious (or confused) about trusts and taxes. So today’s article is going to sort it out and clarify things for...
- Nov 1, 2019
- 3 min
Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased
When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve...
- Oct 24, 2019
- 5 min
Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse
Elder abuse can take a wide variety of forms, but we think the worst of the worst is caused by unscrupulous adult guardians appointed by...
- Oct 22, 2019
- 5 min
Use Estate Planning to Avoid Adult Guardianship—and Elder Abuse: Part 2
In the first part of this series, we discussed how some professional adult guardians have used their powers to abuse the seniors placed...
- Sep 6, 2019
- 4 min
How Will The Coming Wealth Transfer Affect Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous...
- Aug 28, 2019
- 4 min
Why You Need To Add a ‘When I Die’ File to Your Estate Plan
If you were to suddenly die today, would your loved ones know how to quickly find your estate planning documents? Would they know how to...
- Aug 9, 2019
- 6 min
Protect Your Family From Wealth’s Dark Side With a Lifetime Asset Protection Trust
When you create your estate plan, the idea that one of your adult children would ever use their inheritance to bankroll a cult is...
- Jul 26, 2019
- 5 min
7 Processes to Complete With Your Parents Before They Die
In a recent Facebook post “Processes to go through with your parents before they die,” Daniel Schmachtenberger, founder of the Critical...
- Jul 12, 2019
- 3 min
The Real Cost To Your Family: Relying On A Will Alone
Whenever the topic of estate planning comes up, people invariably mention creating a will. And with good reason—having a will is a...
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