When Is It Time to Hire a Financial Advisor?
Do you really need a financial advisor? It’s a great question to ask. The truth is: it’s not about how much money you have, it’s about how complex your financial life has become.
National Make-A-Will Month: A Reminder Worth Taking
If something happened to you tomorrow, would your loved ones know exactly what you wanted? August is National Make-A-Will Month, a reminder to make sure your estate plan reflects your wishes — not your state's default laws.
Why Beneficiary Designations Can Override Your Will
It’s a common misconception that your will controls all of your assets. In reality, accounts like 401(k)s, IRAs, and life insurance policies are governed by beneficiary designations – not your will.
The 7 Financial Transitions Baby Boomers Face
Life’s later chapters bring some of the most important financial decisions. Here’s how thoughtful planning can help you prepare for what lies ahead.
6 Must-Have Estate Planning Elements
These basic components create an effective estate plan, preserving the value of your assets and ensuring your desired legacy is carried out.
Episode 272 – Trusts Made Simple: Estate Planning Insights With Tom Szieber
Do you need a trust? Estate planning attorney Tom Szieber explains the differences between wills and trusts, revocable vs. irrevocable options, and strategies to protect your family’s assets while minimizing probate.
Financial Planning Checklist: Do You Need a Trust as Part of Your Financial Plan?
Trusts can be powerful estate planning tools – but they aren’t for everyone. Use this simple flowchart to decide if a trust belongs in your financial plan.
Episode 267 – The Cost of Poor Estate Planning With Eric Kaplan
Don’t leave your loved ones in the dark. Failing to update your estate plan, naming the wrong fiduciaries, or skipping probate planning can have serious consequences. Eric Kaplan explains how to avoid these costly mistakes on The Agent of Wealth Podcast.