Should I Name My Spouse or My Trust as My Life Insurance Beneficiary?
You bought the policy because someone depends on you. That was an act of care, even if it felt like one m...
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There is no shortage of advice flying around about estate planning, much of it from people who aren't even lawyers. Get insight on the popular pitfalls and how emerging economic shifts like cryptocurrency can affect your plan.
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Should I Name My Spouse or My Trust as My Life Insurance Beneficiary?
You bought the policy because someone depends on you. That was an act of care, even if it felt like one m...
News,
Asset Protection,
Enlightened Insurance,
Family Financial Planning,
wills and trusts,
Clarifying Questions,
Life Planning,
Estate Planning,
Estate Planning Mistakes,
Ali Katz,
Featured,
Lifetime Asset Protection Trust
If You and Your Spouse Die Days Apart, Who Inherits First?
You and your spouse planned for one of you to carry on. You named each other as beneficiaries and talked ...
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wills and trusts,
Save Money On Your Taxes,
Awakened Parenting,
Planning for Seniors,
Blended Family Issues,
Caring for Elderly Parents,
Life Planning,
Estate Planning,
Kids Protection Planning,
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Lifetime Asset Protection Trust
Life Insurance Beneficiary Review: What Families Need
You bought the policy when your first child was born. You chose an amount that felt enormous, named your ...
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Events,
Asset Protection,
Family Financial Planning,
wills and trusts,
Save Money On Your Taxes,
Life Planning,
Estate Planning,
Estate Planning Mistakes,
Ali Katz,
Featured,
Lifetime Asset Protection Trust
Your Trust Could Reach the 37% Tax Bracket at Just $16,000
You did the work. You saved for retirement, signed a trust, and named beneficiaries because you wanted th...
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Events,
Asset Protection,
Enlightened Insurance,
Family Financial Planning,
wills and trusts,
Save Money On Your Taxes,
Awakened Parenting,
Clarifying Questions,
Life Planning,
Estate Planning,
Kids Protection Planning,
Estate Planning Mistakes,
Featured,
Lifetime Asset Protection Trust
Is a Will Enough? Your Post-Will Planning Checklist
You Made a Will. Here’s What It Can’t Do. You did it. Maybe Make-A-Will Month finally moved it to the top...
News,
Events,
Asset Protection,
Enlightened Insurance,
Family Financial Planning,
wills and trusts,
Save Money On Your Taxes,
Awakened Parenting,
Clarifying Questions,
Life Planning,
Estate Planning,
Kids Protection Planning,
Estate Planning Mistakes,
Ali Katz,
Featured,
Lifetime Asset Protection Trust
Trump Accounts: What Every Parent of a Baby Born 2025–2028 Needs to Know
If your baby was born on or after January 1, 2025, the federal government has set aside $1,000 for your c...
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Asset Protection,
Family Financial Planning,
wills and trusts,
Planning for Seniors,
Clarifying Questions,
Life Planning,
Estate Planning,
Estate Planning Mistakes,
Ali Katz,
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Lifetime Asset Protection Trust
Digital Estate Planning: Why Passwords Aren't Enough
She found the notebook in the top drawer of her mother's desk. Six pages. Every account. Every password. ...
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News,
Asset Protection,
Family Financial Planning,
wills and trusts,
Awakened Parenting,
Planning for Seniors,
Life Planning,
Estate Planning,
Kids Protection Planning,
Estate Planning Mistakes,
Featured,
Lifetime Asset Protection Trust
Divorce Doesn't Update Your Estate Plan: Here's What Does
If you are a divorced father, you already know something that most married fathers don't: showing up for ...
Get Your Copy of Wear Clean Underwear to plan for your family’s future.
You've planned your kids’ birthday parties, playdates, and education. But have you adequately planned for the care of your family if the unthinkable happened? What provisions are needed in the first 24 hours while the officials locate your family members and arrange for your children's care?
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Have Questions About Protecting Your Family and Your Wealth? Start Here →