I just finished publishing an e-book about saving money on estate planning. In this video, I talk about some of the tips from the e-book. You can get a free copy of the book by signing up for our email updates. This is the first part of a three-part […]
No matter your income, you have things that you want to make sure go to the right person when you pass away: jewelry, heirlooms, things of significance to you and your loved ones. We created a new kind of plan just for you.
Probate is a legal process used to settle an estate according to the deceased’s will. The taxable portion of the estate is made up of the assets that are not held in a trust. Assets that are jointly owned will also be excluded from probate. The probate process can be […]