Financial Resources & News

BFSG Short: Estate Planning Basics

What are the key estate planning documents? Who should have an estate plan? What are the differences between a will and a trust? Why do you want to avoid probate? This quick 3-minute video with BFSG's Senior Financial Planner, Paul Horn, CFP®, CPWA®, breaks down the basics of estate planning. Watch here for more. Disclosure: BFSG does not make any representations or warranties as to the...

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You Have an Estate Plan – It is Called Probate

By:  Michael Allbee, CFP®, Senior Portfolio Manager The most popular estate plan is doing nothing. In fact, according to USA Today, 55% of Americans with children die without a will (known as dying “intestate”). However, if you have not done your own estate plan, the probate code has one for you. Probate is a court-supervised process with the courts following state statutes at death to...

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