Payable on Death Accounts & Your Estate Plan

By |2023-10-05T10:34:53-05:00October 6th, 2023|Blog, Estate Planning, Estate Planning|

Let's deep dive into the benefits and pitfalls of Payable on Death Accounts. When it comes to managing your finances and planning for the future, understanding your options is key. One financial tool that you may have come across is the Payable on Death (POD) account. Here we'll break down what POD accounts are [...]

Comments Off on Payable on Death Accounts & Your Estate Plan

Avoid These Common Estate Planning Traps

By |2022-06-16T02:36:42-05:00May 13th, 2022|Blog, Estate Planning, Estate Planning, Tips|

Your estate plan should ease the burden on your loved ones during a time of grief or an emergency. Despite this being one of the best reasons to have an estate plan, there are so many misconceptions when it comes to who estate plans are for or why you need one. The absence of a [...]

Comments Off on Avoid These Common Estate Planning Traps

What is Probate and Why Should It Be Avoided?

By |2021-01-28T21:10:08-06:00January 14th, 2021|Estate Planning, Tips|

Overview Out of all the areas of law, probate probably ranks near the top of those that ordinary people would likely to experience during their lifetimes. Though the probate process is commonly encountered by families that have not taken their time to invest in the trust-based estate planning, it is often misunderstood, leading to [...]

Comments Off on What is Probate and Why Should It Be Avoided?
Go to Top