by Brian Small | Jan 24, 2023
A friend of mine asked me the other day, “Why do I need an estate plan? Everything I own has a beneficiary designation on it.” I looked at him and said, “Your beneficiary designation handles the most unimportant aspect of an estate plan, the money.” The beneficiary...
by Brian Small | Jan 24, 2023
Money just doesn’t go as far as it used to. Gas is too expensive, groceries too expensive… dying… too expensive. When we die, we understand that our assets will be passed on to our loved ones. They shall inherit our bounty. Yet if we do it wrong, they get less, and it...
