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Create a Will and Trusts to Protect Your Assets and Loved Ones

Create a Will and Trusts to Protect Your Assets and Loved Ones

November 5, 2020
Beloved Black Panther actor Chadwick Boseman sadly died without a will. What does that mean for his wife? She...
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Your Questions, Answered: Estate Planning Considerations

Your Questions, Answered: Estate Planning Considerations

October 1, 2020
On this week’s episode of Your Questions, Answered Joe Hendrix discusses things to consider with estate planning, and answer...
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Don’t Put it Off—Review Your Estate Plan

Don’t Put it Off—Review Your Estate Plan

September 29, 2020
An estate plan review may rank right up there with doing your taxes, so you’ve likely been putting it...
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Choosing a Trustee: Family or Third Party?

Choosing a Trustee: Family or Third Party?

July 1, 2020
Setting up a trust helps protect your assets and how they are distributed during your life and for future...
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Rethinking Beneficiaries for Your Estate

Rethinking Beneficiaries for Your Estate

June 16, 2020
Given recent legislative changes, you might want to review, and potentially update, your estate plan. The SECURE Act of...
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Seven Reasons Your Estate Plan May Be Weak (34:17)

Seven Reasons Your Estate Plan May Be Weak (34:17)

October 29, 2019
Estate planning is a topic often put off as a conversation that can be had in the future. However,...
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Blended Families and Financial Considerations

Blended Families and Financial Considerations

September 9, 2019
Getting remarried is an exciting and challenging time for couples, especially when there are children to consider. While you...
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A Letter of Instruction – Providing Peace and Comfort to Your Loved Ones

A Letter of Instruction – Providing Peace and Comfort to Your Loved Ones

July 28, 2019
Q: Why is it important for people to have a letter of instruction? A:  A letter of instruction...
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A Starting Place: Planning for Dementia & Alzheimer’s

A Starting Place: Planning for Dementia & Alzheimer’s

June 5, 2019
It usually starts slowly — a family member can’t find the car keys or reads an article about a...
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Social Media & iTunes Accounts Can (And Should) Be Part Of Your Estate Plan

Social Media & iTunes Accounts Can (And Should) Be Part Of Your Estate Plan

April 29, 2019
Q: What is a Digital Asset? A:  Digital assets are any type of digital content owned by an...
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Mariner Mail: Checking Our Inbox (20:34)

Mariner Mail: Checking Our Inbox (20:34)

December 18, 2018
Throughout the life of our podcast, we have been asking you to send us questions you’d like us to...
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Ready, Planning & ABLE: Special Accounts for Individuals With Disabilities

Ready, Planning & ABLE: Special Accounts for Individuals With Disabilities

November 6, 2018
One of the newer additions to the financial planning toolbox in recent years, ABLE accounts (The Stephen Beck Jr....
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