Don’t Let These Common Myths Scare You

  There are common estate planning myths that, left unaddressed, can create serious trouble for your loved ones, often leading to family conflict, permanently damaged relationships, and lengthy and expensive court battles. These are all avoidable!   Myth #1:...

Estate Planning for Your Clients’ Golden Years

  Estate planning is important for everyone, regardless of age. After living through the unprecedented pandemic, many people have a new perspective on life. However, although the pandemic generated more interest in estate planning, a 2021 study conducted by...

Facebook Live Lemonade on the Porch: To Term or Not to Term? The Union of Life Insurance and Estate Planning

From Eileen Kerlin Walsh’s Facebook Live Lemonade on the Porch   Today we are going to look at different types of life insurance and how you can use them to your benefit in estate planning.   Life insurance is a contract between two parties, typically...

Planning to Receive an Inheritance?

  When we think of estate planning, we often think about preparing our accounts and property to go to our loved ones in a tax-efficient way, protected from probate, disgruntled heirs, beneficiaries’ creditors, divorcing spouses, bankruptcy, and the poor spending...

Advisors: Helping Clients with Anticipated Inheritance

  When we think of estate planning, we often think about preparing our clients’ accounts and property to go to their loved ones in a tax-efficient way, protected from probate, disgruntled heirs, beneficiaries’ creditors, divorcing spouses, bankruptcy, and the...