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Estate Planning

Tuesday Tips – Seven Big Mistakes People Can Make With Their Wills

This week’s Tuesday Tip addresses big mistakes people can make with their wills.

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five favorite reads family traditions
Favorite Reads

Apprise’s Five Favorite Reads for the Week of November 19, 2023

Our five favorite reads from the past two weeks. Plus: an intro on “When to Keep or Replace Family Traditions.”

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lowering your tax bill

You Can Lower Your Tax Bill – Tax Planning Tips to Consider

In the grand scheme of things, how important is it to lower your tax bill? Here’s why your tax bill is so important and what you can do to lower it.

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Popular Posts

Money Tree Investing Podcast
Financial Planning

Podcast Appearances and Interviews

I am a panelist on the Money Tree Investing podcast. Episodes are recorded for later airing. You can find additional information below as well as links to every podcast I have appeared in with Money Tree Investing. You can also listen using your favorite podcast app.

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Beneficiary Designation Checklist

Naming a beneficiary to your account is a simple, effective, and flexible way to keep your assets out of probate after death. Use this checklist to make sure your accounts have correctly designated beneficiaries.

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Beneficiary Designations