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Blog

01.28.2015
Top Beneficiary Mistakes: Part Two

The bad news is that there are enough beneficiary mistakes to warrant two blog posts. The good news is that all of these are preventable …

01.27.2015
Top Beneficiary Mistakes: Part One

Too often, the process of naming a beneficiary gets overlooked as the “easy part” of estate planning, but this also means that many mistakes can …

01.19.2015
Major Changes Ahead in Wealth Transfer

Over the next several decades, trillions of dollars will be passed on to younger family members, representing what is considered the largest transfer of wealth …

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