4 Common Mistakes Made On Life Insurance Beneficiary Designations
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your...
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schaffin0
- Jan 23
- 5 min
Revocable Living Trust Or Irrevocable Trust: Which One Is Right For You?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or...
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schaffin0
- Jan 16
- 4 min
Why Every Adult Needs A Living Will
When it comes to estate planning and wills, you have a variety of options for legal documents. The most common of these options is a...
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schaffin0
- Jan 9
- 6 min
Creditors And Your Estate Plan
What Happens To Your Debt When You Die? Maybe you’ve wondered about your own debt or perhaps your parent’s debt—what happens to that debt...
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schaffin0
- Jan 2
- 5 min
3 Essential Questions To Ask Before Creating Your Will Online
If you are looking to create your last will and testament, or will, online, you’ll find dozens of websites that let you prepare a variety...
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schaffin0
- Dec 26, 2022
- 3 min
Checklist: 5 Financial Decisions to Consider Before December 31
This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it’s either too late...
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schaffin0
- Dec 19, 2022
- 6 min
Green Funerals: 6 Eco-Friendly Options For Your Remains
The environmental costs of death are significant and constantly rising. With 8 billion people on the planet right now—all of whom have...
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schaffin0
- Dec 12, 2022
- 5 min
Will The Coming Wealth Transfer Be A Blessing Or A Curse For Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous...
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schaffin0
- Dec 5, 2022
- 5 min
4 Year-End Tax-Saving Strategies For 2022
Although the end of the year can be a hectic time, it’s also the deadline for your family to implement a number of key tax-savings...
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schaffin0
- Nov 28, 2022
- 7 min
How Will A Recession Affect Your Family?
As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is...
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schaffin0
- Nov 21, 2022
- 5 min
7 Issues to consider when purchasing disability insurance
If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or...
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schaffin0
- Nov 14, 2022
- 6 min
How To Manage Your Digital Accounts After Your Death—Part 3
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
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schaffin0
- Nov 7, 2022
- 5 min
How to Manage Your Digital Accounts After Your Death - Part 2
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
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schaffin0
- Oct 31, 2022
- 4 min
How to Manage Your Digital Accounts After Your Death – Part 1
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...
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schaffin0
- Oct 24, 2022
- 6 min
Trusts & Taxes: What You Need to Know
People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up,...
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schaffin0
- Oct 17, 2022
- 4 min
2022 Estate Planning Checkup: Is Your Estate Plan Up-to-Date?
This year, Estate Planning Awareness Week runs from October 17th to 23rd, and one of our primary goals is to educate you on the vital...
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schaffin0
- Oct 10, 2022
- 5 min
5 Smart Ways to Pay for Your Funeral That Won’t Leave Your Family to Foot the Bill
With the cost of a funeral averaging between $7,000 and $12,000 and steadily increasing each year, at the very least your estate plan...
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schaffin0
- Oct 3, 2022
- 5 min
Anne Heche Dies With Conflict Around Her Will, Leaving Her Sons & Estate in Legal Limbo – Part 2
Actress Anne Heche died this August following a tragic car accident, leaving behind two young sons: Homer Heche Laffoon, age 20, and...
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schaffin0
- Sep 26, 2022
- 7 min
Anne Heche Dies with Conflict Around Her Will, Leaving Her Sons & Estate In Legal Limbo—Part 1
Actress Anne Heche died this August following a tragic car accident in which she plowed her vehicle into a West Los Angeles home, where...
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schaffin0
- Sep 19, 2022
- 6 min
The Student Debt Relief Plan Explained With FAQs
This August, President Biden and the U.S. Department of Education (DOE) announced a three-part plan to help low and middle-income...
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