Estate Planning

Naming Beneficiaries: 7 Mistakes to Avoid!

Do you intend to leave a legacy? Utilizing life insurance and selecting policy beneficiaries for your policies and/or other accounts makes leaving legacy gifts simple, keeping them out of probate or the state courts. That is… unless you make a critical mistake. We wrote this beneficiary checklist so you won’t! You’ve put a legacy into …

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5 Things You Should NEVER Leave to Your Children

“You will only be remembered for two things: the problems you solve or the one you create.” – Mike Murdock, American preacher  While inheritances are largely thought of in terms of financial legacies, there are many things that we “leave” for our children, including things they may not want! Our financial, emotional, physical, intellectual and …

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