heirs

Planning for an Alternate Scenario

Planning for an Alternate Scenario

Scott Christianson, CFP®, discusses ways in which a well-intentioned estate plan can misalign with the deceased family member's intentions and how to avoid pitfalls related to beneficiary designations.

Planning for Our Children's Future

Planning for Our Children's Future

Samantha Pahlow, CTFA, AWMA®, provides an overview of important issues to consider when making legacy plans with children and grandchildren in mind.