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Mistakes to Avoid with Life Insurance Beneficiaries

by eschmitz | Feb 23, 2023 | Estate Planning, Planning for Children and Teens

An important part of a complete estate plan is making sure your beneficiary designations will accomplish your goals.  Naming beneficiaries for your life insurance death benefits may seem simple, but designating beneficiaries requires careful preparation. This article...

Three Legal Documents Every Graduating Senior Needs

by eschmitz | Apr 1, 2022 | Planning for Children and Teens, Estate Planning

It’s graduation time, which means your “baby” is all grown up and preparing to head out into the real world. But before your son or daughter packs up for summer vacation or even their first semester of college, I want you to think about what it means having a child...

Estate Planning for Young Families

by eschmitz | Apr 1, 2022 | Planning for Children and Teens, Estate Planning

Many young families put off estate planning because they are young and healthy, or because they don’t think they can afford it. But even a healthy, young adult can be taken suddenly by an accident or illness. And while none of us expects to die while our family...

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  • Estate Administration
  • Estate Planning
  • Health Care Directives
  • Planning for Children and Teens
  • Power of Attorney
  • Probate
  • Wills and Trusts

RECENT POSTS

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  • Mistakes to Avoid with Life Insurance Beneficiaries
  • The Three Must-Have Documents for Health Care Decision-Making
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