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. […]
estate planning wentzville
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 […]
Estate Planning Considerations – Selecting a Successor Trustee
Do you have a trust? Are you thinking about creating one? Why? Most people will tell you they created or want to create a trust to protect their assets and to make sure they are taking care of their children/grandchildren. So, it makes sense that (1) who takes care of the children and (2) who takes […]
Guardian Selection, it’s All About Them
The selection of a guardian for your child(ren) is, and rightfully should be, one of the hardest decisions a parent may ever have to make during their estate planning process. As such, I thought it was worthwhile to follow up last month’s article “Pick Me!” with a more detailed analysis of the discussions I have […]