Estate Planning
Ep 77: What It Takes To Make an Impact on Your Beneficiaries
In this episode, we discuss thinking of your estate as an act of giving to better impact your beneficiaries, what they receive, and when.
Ep 76: Estate Planning Mistakes that Complicate the Inheritance Process
In this episode, we discuss mistakes we’ve seen in how assets are passed down and the ways paperwork becomes your beneficiaries nightmare.
Strategies to Lower Your Estate Taxes [Video]
In this video, we discuss different strategies to lower your estate taxes and utilize estate documents for all kinds of assets.
Podcast Episode 28: Organizing Your Possessions (or Your Parents!) with Ashley Rapp
In this episode, Ashley Rapp, a professional home organizer, shares how she helps her clients organize their possessions before transitions.
Estate Planning Webinar
Our estate planning webinar walks you through legal and financial factors, and how to navigate them in the middle of family dynamics.
Estate Planning Checklist
Estate plans are a critical piece of your financial life. Like it or not, we’re all going to pass away some day. How will your assets be handled? Who’s going to care for our children? Creating an estate plan ensures that you have a say in these important questions. Estate plans can also prevent unnecessary family arguments after you’re gone. Our estate planning checklist will help guide you through each of the key aspects of an estate plan.
