What is “Funding” your trust? And Why is it Critical?
5 years ago
Estate Administration
What happens to your retirement accounts when you die?
This seems like a simple question, right? My retirement goes to the person I listed…
6 years ago
060: Navigating the World of Senior Living Communities
Big Three from Episode #060: Finding out what's important to people – who they are…
6 years ago
Is now a good time to incorporate gifting into your estate plan?
You may or may not already have your estate planned for when you die, but…
6 years ago
059: Resolving Family Conflict Through Elder Mediation
Big Three from Episode #059: Elder mediation can help families reach agreements about legal, financial,…
6 years ago
057:Estate Tax Returns: Why You Might Want to File Anyway
Big Three from Episode #057: The current estate tax exemption is $11.7 million, but that…
6 years ago
053: Planning For Young Families
Big Three from Episode #053: Get life insurance. Make sure your money is going into…
6 years ago
Why You Need an Estate Plan at Every Age
Estate planning is not just for seniors. Ideally, as soon as you turn eighteen you…
6 years ago
052: Estate and Financial Planning with Life Insurance
Big Three from Episode #052: Buy life insurance as soon as you can. You’ll never…
6 years ago