Jul 103 minWhat Waymark Can Do for You in July 2023As people gather with family and venture on travels, it's an ideal time to revisit beneficiary designations.
Jan 164 minFinancial Planning in the Face of a Terminal Illness Financial planning for a terminal illness is a daunting task, but it can relieve a tremendous burden from you and your family.
Jun 20, 20225 minDigital Estate Planning: 5 Steps to Protect Your Digital Assets Estate planning doesn’t end with your will. You should make sure there is a plan in place for your digital assets, also.
Apr 11, 20225 minUnderstanding Special Needs Trusts If you have a disabled loved one, a special needs trust can give them access to additional assets without losing their benefits.
Mar 21, 20225 minChoosing a Caregiver When Family Isn’t an Option Choosing a caregiver for a loved one is a daunting task that will likely have you navigating unfamiliar waters.
Jun 7, 20217 minChecklist for What to Do When a Spouse or Parent Dies When a spouse or parent dies, there are lots of details to take care of. This checklist will help you know what to do so you avoid mistakes.
Feb 3, 20216 minChecklist for Estate Planning: Review Estate Planning Documents Estate planning is a complex process that is never fully finished. Use this checklist to review your estate planning documents.
Jan 11, 20214 minRevisiting Your Beneficiary Designations Periodically revisiting your beneficiary designations for insurance and retirement accounts is critical to ensure your final wishes are met.
Feb 3, 202034 minEstate Planning 101Watch Brendan’s latest video, Estate Planning 101, where he talks about the different types of documents and when to use them.