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Keep Opportunists Away From Your Children ’s Inheritance
  • Post author:Sotera Anderson
  • Post published:March 7, 2023

Keep Opportunists Away From Your Children ’s Inheritance

Keep the Government and Lawsuit Happy Opportunists Away From Your Children ’s Inheritance If you have a current estate plan, I'll bet you plan to leave your assets to your…

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  • Will Your Estate Plan Work When Your Family Needs It?
    • Post author:Sotera Anderson
    • Post published:February 14, 2023

    Will Your Estate Plan Work When Your Family Needs It?

    Estate planning is more than just a one-and-done type of deal. It will be worthless  to your family if your plan is not regularly updated when your assets, family situation,…

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  • 5 Ways to Pay for Your Funeral That Won’t Leave Your Family Footing the Bill
    • Post author:Sotera Anderson
    • Post published:February 6, 2023

    5 Ways to Pay for Your Funeral That Won’t Leave Your Family Footing 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 should include enough money to cover this…

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  • Life Insurance – 4 Common Beneficiary Designation Mistakes
    • Post author:Sotera Anderson
    • Post published:February 2, 2023

    Life Insurance – 4 Common Beneficiary Designation Mistakes

    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 loved ones after you…

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  • Revocable or Irrevocable Trust – which one is for you?
    • Post author:Sotera Anderson
    • Post published:January 23, 2023

    Revocable or Irrevocable Trust – which one is 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 incapacity. And, if you…

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  • Why Every Adult Needs a Living Will
    • Post author:Sotera Anderson
    • Post published:January 16, 2023

    Why Every Adult Needs a Living Will

    When it comes to estate planning you have a variety of options for legal documents. The most common of these options is a “last will and testament,” which is also…

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  • Debt, Creditors And Your Estate Plan
    • Post author:Sotera Anderson
    • Post published:January 9, 2023

    Debt, 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 when you (or they) die? Well,…

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  • 3 Essential Questions To Ask Before Creating Your Will Online
    • Post author:Sotera Anderson
    • Post published:January 2, 2023

    3 Essential Questions To Ask Before Creating Your Will Online

    If you are looking to create your will, online, you’ll find dozens of websites that let you prepare a variety of estate planning documents for very little money, and even…

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  • Green Funerals – 6 Eco-Friendly Options
    • Post author:Sotera Anderson
    • Post published:December 19, 2022

    Green Funerals – 6 Eco-Friendly Options

    The environmental costs of death are significant and constantly rising. With 8 billion people on the planet right now—all of whom have bodies that die and must be disposed of—we…

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  • Is the Coming Wealth transfer a Blessing or a Curse?
    • Post author:Sotera Anderson
    • Post published:December 12, 2022

    Is the Coming Wealth transfer a Blessing or a Curse?

    Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous amount of wealth will pass from Baby Boomers…

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