One of the most common questions we hear from clients preparing for retirement or changing jobs is “Should I transfer my 401k to an … [Read more...] about Should I Transfer My 401k to an IRA? – Ep80
What Happens When Someone Dies Without a Will?
Most people have no idea how dying intestate (without a will) will impact their loved ones. They are also unaware of the probate process or … [Read more...] about What Happens When Someone Dies Without a Will?
The Right and Wrong Trustee of a Trust – Ep75
Choosing the trustee of a trust is a major decision that can have excellent or devastating consequences for your estate plan. Therefore, it … [Read more...] about The Right and Wrong Trustee of a Trust – Ep75
Millionaire Advice for Family and Friends – Ep73
The millionaire advice I have learned over the last three decades (yes, it is hard to believe I have been at this for over 35 years!) is … [Read more...] about Millionaire Advice for Family and Friends – Ep73
Real-Time Estate Planning Mistakes to Avoid – Ep67
Too often, people make estate planning mistakes simply because they don't know what to do or how to do it. Today, we will explore the … [Read more...] about Real-Time Estate Planning Mistakes to Avoid – Ep67
How to Avoid Probate and Preserve Your Legacy
Introduction: How to Avoid Probate Probate is a legal process that occurs after someone passes away. It includes: Validation of … [Read more...] about How to Avoid Probate and Preserve Your Legacy
