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The Benefits and Burdens of Beneficiary Designations

Benefit: Reduce or Eliminate the Time and Cost of Probate Adding or updating beneficiary designations is one of the easiest estate planning tools available. In an effort to reduce or eliminate the time and cost of probate, clients can add beneficiary designations to...

Two Ways to Help Your Client Have a Stronger Estate Plan

The benefits of including loved ones in the planning process have been discussed in a previous post. Here we will continue that conversation and discuss the benefits of clients introducing their children to their advisors, as well as clients introducing their various...

Do Not Rely On Luck When it Comes To Your Estate Plan

All too often people neglect to plan their estates properly, and instead rely on their loved ones to “know” what to do after death. People hope for the best, and believe what they want to happen will happen. However, most will pass away without the certainty of...