If you are thinking about naming a sibling as a beneficiary on a life insurance policy to manage the insurance proceeds for your minor child in order to avoid probate, STOP! Listen to today’s episode.

If you have a manufactured or mobile home in mobile home park, you will want to listen to this episode.

Be sure you understand what your pour-over Will does, and does not, do.

Calling upon his 40+ years of experience in working with clients, Tom explains what every estate plan must include.

If you want to avoid probate, here are 6 strategies that you can use.

Your age plays a big role in how much you can expect to receive from Social Security and what you need to do to avoid retirement account penalties. Remember to factor these important ages into your retirement plan.

Have you received an Inherited IRA? These are the rules and deadlines you should know to avoid taxes and penalties.

If you don’t want your estate to pay 40% to Uncle Sam, you need to understand scheduled changes to the Death Tax and your planning options.

If you thought that your risk of dying was greater during times of economic uncertainty, would you make sure that you get your estate plan prepared now rather than waiting for better economic times?

Make sure that your family can assess your important online information after you die. Many of the tech companies now make it easy for you to name someone who can access your account after your death.