Workshops

Worried your savings exceed the FDIC insurance limit? Learn how to protect deposits over $250,000 using smart strategies like multiple banks, trust accounts, and more to secure your financial legacy.

Choosing between a will, trust, or doing nothing at all can feel overwhelming, but your decisions today will impact your loved ones tomorrow. In this Q&A, I’ll break down the key estate planning options, explain probate, and share practical ways to protect your family from unnecessary stress and court involvement. Whether you’re unsure about asset distribution, guardianship for minors, or simply uncomfortable discussing estate planning, this guide will help you take the next steps with confidence.

Understanding how your accounts and assets are titled is crucial for ensuring a smooth transfer to your loved ones while avoiding common pitfalls. In this first part of a two-part series, we answer key questions about joint ownership, transfer-on-death designations, and how to best structure your estate plan to protect your assets.

Worried your savings exceed the FDIC insurance limit? Learn how to protect deposits over $250,000 using smart strategies like multiple banks, trust accounts, and more to secure your financial legacy.

Choosing between a will, trust, or doing nothing at all can feel overwhelming, but your decisions today will impact your loved ones tomorrow. In this Q&A, I’ll break down the key estate planning options, explain probate, and share practical ways to protect your family from unnecessary stress and court involvement. Whether you’re unsure about asset distribution, guardianship for minors, or simply uncomfortable discussing estate planning, this guide will help you take the next steps with confidence.

Understanding how your accounts and assets are titled is crucial for ensuring a smooth transfer to your loved ones while avoiding common pitfalls. In this first part of a two-part series, we answer key questions about joint ownership, transfer-on-death designations, and how to best structure your estate plan to protect your assets.