FAST FACTS Non-children, organizations, and friends as beneficiaries are all possible options when splitting your assets. You can give a nominal amount of money or a percentage to each person. Be mindful that giving a percentage may leave an undesired amount of money...

FAST FACTS You should leave an inheritance to your grandchildren if possible. You can give a nominal amount of money to each person, or an equal percentage to each person. Be mindful that giving an equal percentage to each person may leave one root of the family with...

FAST FACTS Understanding how to avoid probate can save you time, money, and frustration. Rules in probate court are different across different counties. Some counties have rules and requirements other counties don't have. You can protect yourself from probate court...

FAST FACTS Knowing when and if you have enough money to last until you die is a vital question to your happiness and financial freedom. Your budget, portfolio projections, wants, needs and wishes are all factors in deciding how much money is enough. Simulating...

FAST FACTS A trust is writing your intentions on a piece of paper so someone gets rights and benefits. A trust can protect real estate, bank/saving accounts, investments, business interests and notes payable to you. Trusts are not just for rich people, they are a...

FAST FACTS The average age of farmers in the U.S. is 58 Around half of U.S. farmers don’t have any estate plan The USDA predicts that 70% of farmland will change hands by 2037   Farmers face unique circumstances for estate planning, requiring them to take extra...

FAST FACTS About 60% of Americans don't have a will Millions of Americans don’t realize that a will won’t answer all the questions about what they want to happen after they pass on Estate plans are designed to be revised as your goals become clear or circumstances...

  FAST FACTS Most Americans (55%) say they have no will or other form of estate planning Under the Tax Cuts and Jobs Act of 2017, the estate tax exclusion has doubled (until 2026) Trusts and other legally-protected vehicles of estate planning can ensure your...

FAST FACTS 6 in 10 U.S. adults, on average, don't have a will. 81% of people 72 and over have an estate plan. 64% of Gen Xers don't have a will.   It's not exactly shocking to discover that the majority of people in the country don't have a plan in place for...

FAST FACTS 78% of Millennials do not have a will. 64% of GenXers don't have a will. Only 4 in 10 adults have a living trust or will.   Millions of people die every year. Unfortunately, only about 40% of these people pass away with some type of paperwork in place....