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Kellsie Groos
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Join date: Aug 12, 2022
Posts (69)
Mar 30, 2023 ∙ 3 min
Beneficiary Designations: What Are They And Why Are They Important?
When you’re planning your estate, you’ll hear much about beneficiary designations. They’re a fundamental part of the planning process,...
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Mar 30, 2023 ∙ 3 min
Lifetime Gifting & Estate Tax
There are many reasons why estate planning is essential. However, one of the main reasons we call out in that article is the idea of...
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Mar 30, 2023 ∙ 3 min
Pros and Cons of a Transfer on Death Account
In the estate planning world, no method is perfect. Even with something like a transfer on death (TOD) account, there are both pros and...
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