Most people spend months deciding how their beneficiaries should inherit their assets, and yet only minutes deciding who will coordinate … [Read more...] about Choosing the Right Trustee – PEp177
Topic: Estate Planning
Congratulations on creating an estate plan and getting your affairs in order.
This checklist will provide you with the step-by-step to complete your estate plan and get affairs in order to achieve your objectives!
Click here and download: The Estate Planning Checklist.
Click here and download: The Estate Planning Checklist.
3 Common Estate Planning Mistakes – Ep157
Too often, estate planning is treated as an afterthought—something people only address when there’s urgency or a crisis. In my 36 years of … [Read more...] about 3 Common Estate Planning Mistakes – Ep157
What Happens When Someone Dies Guide
The "What Happens When Someone Dies" guide provides a step-by-step process to follow when someone passes away, including handling social … [Read more...] about What Happens When Someone Dies Guide
Inherited IRAs: What Every Beneficiary Needs to Know – Ep120
Many people have or will inherit an IRA, but most people don't know about their options or how to maximize their benefits. As a result, some … [Read more...] about Inherited IRAs: What Every Beneficiary Needs to Know – Ep120
The Estate Planning Family Meeting – Ep118
While most people understand the importance of completing an estate plan, many often fail to have an estate planning meeting with those … [Read more...] about The Estate Planning Family Meeting – Ep118
What is a Spendthrift Trust and Do You Need One? – Ep113
Most people have someone in their family who is not qualified or capable of managing their finances, especially when the situation is … [Read more...] about What is a Spendthrift Trust and Do You Need One? – Ep113
