Now viewing articles posted in 2019.
September 16th, 2019 by Nyle Bayer
Our Wealth/Stack Showdown presentation. Five minutes is all you need to understand the what, why, and how Helios empowers Financial Advisors to begin coordinating Estate Plans for their clients.
August 28th, 2019 by Nyle Bayer
Our first season of the Financial Advisor's Guide to Estate Planning is eight episodes of Nyle and Mike discussing the most important details every Financial Advisor should know about Wills, Trusts, Estate Plans, and more.
June 10th, 2019 by Nyle Bayer
Tip of the week: Make sure your beneficiary designations are in line with your estate plan!
For example, if your young children are not getting immediate access to their inheritance, but the beneficiary designation on your life insurance names the kids as a direct beneficiary – you may be giving up the control that you wanted as part of your estate plan. Consider naming the trust as the beneficiary to make sure everything is pulling in the same direction!
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