Most marriages don’t start off with the end goal of divorce in mind. Unfortunately, nearly 1/2 of all marriages end in divorce. Divorce is a prevalent aspect of the American lifestyle and it can create major problems for your estate plan. Fortunately, fixing those problems is fairly easy with the help of an estate planning […]
Trusts
I Just Received an Inheritance, Now What?
If you are reading this post because someone close to you recently passed away, then let me begin by saying I’m sorry for your loss. Losing a loved one is not easy, but it becomes even more difficult when you have to make decisions that can have lifelong consequences. The laws on property rights regarding […]
Who Should be the Beneficiary of Your Life Insurance?
Life insurance may be the most important risk management tool you have in your personal and business portfolio. It could be the capital your family needs to make sure a surviving spouse and children are well cared for after you pass. It could be a wealth transfer tool for families with a higher net worth. […]
Helping Sam and Julie Protect What Matters Most
Meeting Sam and Julie I was introduced to Sam and Julie by a mutual friend, John (all names have been changed). Sam and Julie wanted to protect what matters most to them, their children. So, we sat down to discuss their plan and how I could help. We went over their family dynamics, their financial […]
5 Steps to Take After a Loved One Dies
This article touches on the 5 steps to take after a loved one dies. Losing a loved one is never easy, regardless of when that time comes. If you’ve been nominated, or appointed, as the executor or trustee of your loved one’s estate, then you are not only faced with the grief that comes from […]