Why Bank Account Beneficiary Designations Matter in Your Estate Plan

When it comes to planning your estate, it’s easy to overlook the impact that bank account beneficiary designations can have. These designations—and the structure of your accounts—can play a crucial role in making sure...

Estate planning mistakes can be costly for you and your loved ones. Did you know that over 50% of Americans do not have a will or an estate plan? That is a huge mistake that could leave your loved ones facing unnecessary...

Estate planning is rarely straightforward, but it can be especially complex for blended families. Whether you’re remarried, have stepchildren, or children from a previous relationship, it’s important to create a plan that...

When it comes to protecting your kids and family in the event of your death, you may find yourself asking: Which is better, wills or trusts? Is there a significant difference between the two? Today, I will explain these...

Estate planning is not something you can set and forget. As life evolves, so should your estate planning. Major life events, financial changes, and updates in laws can all impact the effectiveness of your estate plan,...