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Jul 10, 20233 min read
What Waymark Can Do for You in July 2023
As people gather with family and venture on travels, it's an ideal time to revisit beneficiary designations.
Jan 16, 20234 min read
Financial 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 min read
Digital 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 min read
Understanding 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 min read
Choosing 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 min read
Checklist 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 min read
Checklist 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 min read
Revisiting 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 min read
Estate Planning 101
Watch Brendan’s latest video, Estate Planning 101, where he talks about the different types of documents and when to use them.
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