Estate Planning Information Session

31 October 2018

Are You Playing Musical Chairs with
Your Family and Your Finances?

If you are one of the 69% of people who don’t even have a will, then you are going to get caught without a chair, which means conflict and court for the people you love!

Or maybe you do have a will, but you don’t know that a will alone is simply not enough to make sure your family will stay out of court and conflict if you become incapacitated or when you die.

Questions and Answers About Personal Liability Umbrella Insurance

17 October 2018

Questions and Answers About Personal Liability Umbrella Insurance

 

It’s no secret that we live in a litigious society. And though our right to a fair trial is one of the hallmarks of American democracy, it has also led to a lawsuit-crazy culture.

In this atmosphere, you’re at near-constant risk for costly lawsuits, many times even when you’ve done nothing wrong. This is especially true if you have substantial wealth, but even those with relatively few assets can find themselves in court.

 

6 Key Steps For Conscious Co-Parenting: Part Two

17 September 2018

Last week, we shared the first part of this series, discussing some of the key steps for conscious co-parenting. In part two, we continue with the final steps. Today, many married couples who decide to end their marriages choose conscious divorce. However, once the divorce is finalized, you must continue using the same positive approach in your joint-parenting efforts.

6 Key Steps For Conscious Co-Parenting—Part One

11 September 2018

6 Key Steps For Conscious Co-Parenting—Part One

Committing to a conscious divorce means protecting your children from end-of-marriage related trauma. When the marriage ends in a cooperative manner, divorce can be transformed from a contentious event into one that can inspire healthy growth.

In fact, engaging in divorce with a positive focus can better prepare both you and your kids for your new lives. But getting the divorce finalized is only the first step. Where the rubber really meets the road is how you navigate your new relationship as a co-parent.

Avoid This Major Mistake When Adding an IRA to Your Estate Plan

4 September 2018

Avoid This Major Mistake When Adding an IRA to Your Estate Plan
 

Some people assume that because they’ve named a specific heir as the beneficiary of their IRA in their will or trust that there’s no need to list the same person again as beneficiary in their IRA paperwork. Because of this, they often leave the IRA beneficiary form blank or list “my estate” as the beneficiary.

But this is a major mistake—and one that can lead to serious complications and expense.

Ensure Your Kids Are Properly Cared For No Matter What Happens

24 August 2018

Do Your Homework to Ensure Your Kids Are Properly Cared For No Matter What Happens

It’s back-to-school time again, and when it comes to estate planning you may have homework to do. As a parent, your most critical—and often overlooked—task is to select and legally document guardians for your minor children. Guardians are people legally named to care for your children in the event of your death or incapacity.

The Ins and Outs of Collecting Life Insurance Policy Proceeds

16 August 2018

The Ins and Outs of Collecting Life Insurance Policy Proceeds

 

Unlike many estate assets, if you’re looking to collect the proceeds of a life insurance policy, the process is fairly simple provided you’re named as the beneficiary. That said, following a loved one’s death, the whole world can feel like it’s falling apart, and it’s helpful to know exactly what steps need to be taken to access the insurance funds as quickly and easily as possible during this trying time.

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