What a Will Can and Can’t Do

Without an updated will, your loved ones could face legal battles, property delays, and even family feuds. Discover how this simple document can bring peace of mind, save money, and avoid drama after you’re gone, and educate yourself about other estate planning tools that may be necessary to provide more comprehensive protection for your legacy.

Why You Should Avoid Probate

While probate is an important part of the legal system, there are several reasons why it can be undesirable or problematic. Watch this video to learn why probate can be bad for beneficiaries and an estate.

What is Estate Planning (and Why is it Important)?

Estate planning is an essential aspect of your overall financial plan, and it can give you peace of mind knowing that your affairs are in order, your loved ones are provided for, and your wishes will be carried out after you are gone. Watch this video to learn how an estate plan impacts the future, your finances, and your family.

Leaving a Legacy – How to Pass Wealth to the Next Generation

As families get together this holiday season, many of you will be thinking about how to pass wealth to children and grandchildren. On this podcast we discuss the pros and cons of gifting now versus after you are gone, as well as important rules and tax laws you need to know before giving away money or assets.

Protecting the People You Care About

Life insurance offers protection for one of your most important assets- your ability to earn money. If you were hit by a bus tomorrow, how would that affect the people who depend on you financially? On this podcast we discuss whether you need life insurance, how to calculate the coverage you need, the different types of life insurance, and strategies to help protect the people you care about.

What is Estate Planning and Why Is It Important?

Happy Holidays! As we gather with friends and family this time of year, many of us will reflect on who and what is important to us. This is a good time to think about estate planning and what persons and organizations we would want to leave our estate too. On this podcast we will discuss what estate planning is, why it is important, and what steps we at GreenUp recommend to ensure your wishes are carried out when you are no longer able to control your estate.