Trust can be Designed to be Millennial Friendly

If your estate plan benefits Gen Y (also known as Millennials) it’s important to design a trust that supports what makes them thrive.

March 22, 2023

Divorce requires a Review of Estate Planning

When you’re in the midst of a divorce, you’re probably not thinking about estate planning or your will. However, if you’re divorcing, you should think about the impact a divorce can have on an estate plan.

March 14, 2023

The Estate of The Union Season 2|Episode 6 is out now!

The Estate of The Union Season 2|Episode 6 is out now! In the latest episode of Estate of the Union, Brad Wiewel is joined by

February 15, 2023

Naming a Secondary Beneficiary is critical

Naming secondary beneficiaries can help estate planners avoid the delay and costs of going through probate, as well as ensure that your wishes are carried out.

February 10, 2023

Which Bills are Paid by Estate and which by Beneficiaries?

If you’re set to inherit, you may be wondering what estate expenses are paid by the beneficiary. The answer can depend on what assets are passed on to you when a family member or loved one passes away.

January 24, 2023

The Estate of The Union Season 2|Episode 5 is out now!

The Estate of The Union Season 2|Episode 5 is out now! Happy New Year! To kick off the first episode of 2023, host Brad Wiewel,

January 12, 2023

A Joint and Survivor Annuity is an Option

A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.

January 10, 2023