How Does The Estate Planning Process Work?

The estate planning process is such an important step in the life of a successful family, and yet, there is seemingly scant information available to describe what the process looks like. We are providing this road map for you as a resource, so you will know what to expect as you consider working with us to create or update your family’s estate plan.

How To Structure Your Life Insurance Beneficiaries

In this video, Robert Thomson lays out the importance of making the right beneficiary designations, and how to avoid some very common pitfalls. If you enjoyed this video, you may want to read our new pamphlet, The 2020 Family Estate Plan Blueprint. The Blueprint lists the critical components of a basic Family Estate Plan, what … Read more How To Structure Your Life Insurance Beneficiaries

What Is The Difference Between A Will And A Trust?

If you enjoyed this video, you may want to read our new pamphlet, The 2020 Family Estate Plan Blueprint. The Blueprint lists the critical components of a basic Family Estate Plan, what each component does, and why it is a critical element of your Estate Plan. You can get a free copy at this link.