Adulting, Made Easier – Stories & Straight Talk
Quick reads, helpful tips, and honest breakdowns of what you need to know.
Featured Posts
Life Insurance: Should Your Spouse or Your Trust Be the Beneficiary?
You bought life insurance to protect the people you love. But where should the money actually go to your spouse or your trust? There’s no one-size-fits-all answer. The right choice starts with what you need that money to do for your family. Here’s what to consider. Read more…
Why Beneficiary Designations Could Harm Your Family
Some financial advisors and accountants might insist that an estate plan isn't necessary, suggesting that naming beneficiaries on your accounts will suffice. But what they might not mention are the hidden risks that could threaten your family’s financial security. Learn more.
3 Simple Mistakes That Can Derail Your Estate Plan
If you’re tempted to use a DIY estate planning service or have already created a plan you aren’t 100% confident in, be sure to read how these three simple mistakes can derail your estate plan and leave your family with an expensive mess.
We regularly meet with clients who ask us to review an estate plan that they created online or with an attorney who isn’t experienced with estate planning.