Estate Planning

Check to see if your estate strategy needs any adjustment. Begin by answering these 9 important questions.

Life is complex and so is estate planning. Gain confidence by having a team help you plan ahead for all of life’s important decisions.

I reviewed my account beneficiaries and what I discovered cemented my beliefs on the importance of this practice.

If I don’t set goals for administrative issues like this, they tend to fall to the bottom of my list. I challenge you to do the same.

Just because your estate isn't hit with the federal estate tax, that doesn't necessarily mean you're completely off the hook.

In recognition of this reality, Peak Wealth Planning has assembled a checklist that you may find useful at such a time. Download it here.

In order to allow loved ones to manage your healthcare wishes and financial matters there are several documents you should consider.

Work with your financial advisor and estate planning attorney to set up your retirement plan and life insurance beneficiaries properly.

This article will dive into the key differences between the two primary versions of life insurance available to you - Term and Whole.