Estate Planning
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.
Estate Planning: Trustee vs POA [Video]
This expert from our podcast breaks down what the difference between the Trustee vs POA and when you might need each.
Podcast Episode 25: Creating Successful Estate Plans and Strong Family Relationships
This episode, estate attorney Heather Walser joins us to share her perspective on the legal and relational side to successful estate plans.
Inherited IRA Distributions: Pre SECURE Act [Video]
If your loved one passed away BEFORE 1/1/2020 and the SECURE Act, this video will help explain the rules for inherited IRA distributions.