by Kay Dee Cole | Aug 19, 2026 | Estate Planning
If you have been named as a beneficiary of a trust, you probably have many questions about what comes next. Many people don’t even know they are a beneficiary until the trust owner has passed away, adding complexity to an already uncertain transition. Trusts can...
by Kim Hall | Jan 27, 2026 | Estate Planning
This article was originally published at Kiplinger.com Do you know anything about your parents’ estate plan? Do they have one? Do you know where it is? You may assume they have one. Everyone gets one when they retire, right? Not quite. Actually, not even close. USA...
by Kay Dee Cole | Oct 23, 2025 | Estate Planning, Financial Planning
If you’re reading this article to try to figure out what to do with inheritance money, let me start by saying two things: I’m sorry for your loss. Whether you were close to the person who passed away or not, losing someone is a difficult journey. Good job seeking...
by Kay Dee Cole | Feb 6, 2024 | Estate Planning
What will your net worth be when you pass away? It’s a question you may not like to think about, but it’s an important one nonetheless. For the average retiree, the median net worth is over $265,000. That’s no small piece of pie! Deciding what happens to all of your...
by Kay Dee Cole | Dec 15, 2023 | Estate Planning
“Do I have an estate plan that will protect my family?” We get this question all the time. I love this question because it so clearly comes from someone thinking ahead for the well-being of their loved ones – because an estate plan isn’t just something you do for...
by Kay Dee Cole | Aug 17, 2023 | Estate Planning
You spend your life accumulating “stuff” – savings, a home, your favorite pieces of art, that timeshare in Mexico, even your cars. These things bring you joy and comfort and make up one small piece of the total you. But what do you want to happen to those items when...
