Estate Planning

Estate Planning Checklist

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

4 Parts of an Estate Strategy

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.

What I Learned Reviewing My Own Beneficiaries

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

Keep Your Trustees And Agents Up To Date

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.

Ultra-wealthy Should Plan for 40% Estate Tax

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

Steps to Close Out an Estate After a Loved One Dies

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

Essential Estate Planning Documents

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

Bulletproof Your Wealth for the Next Generation

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

Life Insurance Explained: Term vs Whole

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

How To Get Started