How to Leave an Inheritance to Your Child but Not Their Spouse
Safeguard your married child’s inheritance with trusts, prenuptial agreements and postnuptial agreements.
October 21, 2024
Important Steps to take After the Passing of a Spouse
The death of a spouse leaves a long list of things to do, all while you’re grieving. It can be tough to know exactly what to tackle first.
October 9, 2024
Safeguarding Wealth is an Essential Strategy for Senior Women
Active wealth and estate planning strategies are essential for senior women to safeguard their financial future from challenges related to longer lifespans and income and career gaps.
September 30, 2024
Preparing Your Adult Children for Their Inheritance
Discussing inheritance early avoids surprises and prepares your children to manage the wealth and responsibilities they’ll inherit.
September 18, 2024
Uncovering a Life Insurance Policy for a Deceased Loved One
Discovering a life insurance policy for a deceased parent or spouse can provide much-needed financial support during a difficult time.
September 5, 2024
Understanding Primary and Contingent Beneficiaries is essential for Estate Planning
Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
September 3, 2024
The Estate of The Union Season 3|Episode 8 is out now!
The Estate of The Union Season 3|Episode 8 is out now! We all accumulate stuff as we go through life. When someone dies, what to
August 19, 2024
Estate Planning with Annuities can be Complex
Annuities offer income security, tax advantages and legacy benefits for your heirs. Find out how estate planning and annuities can strengthen your legacy.
July 15, 2024
Avoiding Tax Issues When Gifting to Grandchildren
Learn how to avoid tax troubles when gifting to grandchildren and secure their future with effective estate planning strategies, such as a 529 account or trust.
July 2, 2024
Should You have an Irrevocable Trust?
An irrevocable trust must be carefully funded, structured and managed to achieve both asset protection and tax planning.
June 20, 2024