What Happens During an Initial Estate Planning Consultation Call?
What Are Probate Assets
Will your family be forced into a lengthy, costly, and public court process after you're gone? Many people don't know which of their assets will require probate, leaving their heirs with a stressful and expensive burden. In this video, Barry and Chad break down what...
When the Estate Owner and Beneficiaries Don’t Talk
Barry and Chad highlight how a lack of communication between family members can undermine even the best estate plans.
Be Wary of How Non-Planning Relatives Can Disrupt Your Plans
Barry and Chad warn about how uncoordinated family estate plans can unintentionally harm beneficiaries, especially those with special needs or financial vulnerabilities.
Beneficiaries from Subsequent Marriage & Partners
Barry and Chad explain how trusts can protect assets from being diverted to spouses in second and subsequent marriages instead of passing to children.
Beneficiaries Who are Irresponsible
Barry and Chad explain how trusts can protect inheritances from being quickly wasted by financially irresponsible beneficiaries.
Beneficiaries with Special Needs
Barry and Chad explain how improper inheritance can jeopardize benefits for special needs individuals and why supplemental needs trusts are essential.
Beneficiaries Struggling with Mental Health or Substance Abuse
Barry and Chad discuss how to protect beneficiaries struggling with substance abuse through thoughtful estate planning and the use of trusts.
Failing to Plan for Tax
Barry and Chad explain how income tax impacts estate planning and why it deserves just as much attention as estate and gift taxes.
Trust on the Retirement Accounts as Beneficiaries
Barry and Chad explain trusts as retirement account beneficiaries and the importance of coordinated estate planning.
