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What's the Difference between Primary and Contingent Beneficiary?

Contingent beneficiaries provide a safety net, if the primary beneficiary cannot receive the assets from an estate or proceeds from a life insurance policy or retirement account.
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Increase in Estate Planning for Gen-Z

Gen Z is setting an example by taking control of their financial futures early, showing an unexpected interest in estate planning.
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Well-Played: Country Legend Toby Keith's Legacy Protected for His Family

Learn how country legend Toby Keith protected his family's future through careful estate planning and why starting early is crucial for everyone.
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Only 32% of Americans Have a Will

Only 32% of Americans have a will. However, even if you believe you lack assets, going without a will is a big mistake.
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The Importance of Estate Planning for Expecting Parents

Estate planning ensures that your children will have the future you want for them no matter what happens to you.
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Can You Prepare for the Unexpected in Life?

Remember, even ‘Superman’ Christopher Reeve didn't think he would fall off a horse, and it changed his life forever. Always be prepared.
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How to Order a Death Certificate after the Passing of a Loved One

Obtaining a death certificate is crucial after the death of a loved one. It’s a necessary step toward settling their affairs and handling the probate process.
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Godparents Lack Legal Rights If Not Named as Guardians for Minor Children

Godparents provide spiritual guidance and mentorship to your children. However, they can only legally care for your kids if you name them guardians for minor children.
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Can You Get Around Probate?

If I knew then what I know now about probate, I’d have done more to avoid the process altogether with my mother’s estate.
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Back to School Planning to Protect Your Kids

Ensure that your children's futures are secure by starting a comprehensive estate plan during back-to-school time. Schedule a consultation today.
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