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Category: Estate Planning

15 results found
episode

Use Whole Life Insurance to Avoid Estate Taxes?

Updated: June 2, 2025

There’s a whole industry on avoiding estate taxes. Should I use whole life insurance to avoid estate taxes? Tune in…

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episode

The Importance of a Proper Estate Plan

Updated: May 15, 2025

A few weeks ago, the death of musical icon Prince sent shockwaves through fans around the world. But perhaps what…

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article

The Importance of Wills and Estate Planning

Updated: May 15, 2025

Do you ever worry about what will happen to your possessions if you pass away? What about your kids? It’s…

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article

What Should You Do With Unexpected Income?

Updated: May 15, 2025

What would you do with unexpected income received from an inheritance or insurance policy -- or even a big year-end…

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episode

Estate Planning 101

Updated: June 18, 2025

Brian and Bo take a detailed look at estate planning that will be helpful no matter what stage you are…

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