Tyson Farmer

April 21, 2022
Empowering women to pursue unique goals with support and resources.

A Checklist for When a Spouse or Parent Passes

ESTATEREAD TIME: 5 MIN When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There […]
April 21, 2022
Infographic on estate planning essentials.

Why Everyone Needs an Estate Strategy

April 21, 2022
A video titled 'KEEPING UP WITH THE JONESES' playing on a laptop.

When Heirs are Imperfect

ESTATEREAD TIME: 3 MIN Passing your estate to an heir with credit problems or a gambling or alcohol addiction might not only lead to that wealth […]
April 21, 2022
Comparison infographic between Ferrari and Porsche cars highlighting performance and cost differences.

Four Steps to Valuing an Estate

ESTATEREAD TIME: 3 MIN Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s […]
April 21, 2022
Briefcase labeled 'Mutual Fund' with income arrows on an orange background.

Four Reasons Millennials Need an Estate Strategy

ESTATEREAD TIME: 3 MIN You’re young, have little in savings, and might not have anyone relying on you, financially. So, why do you need to think […]
April 21, 2022
how to build good credit

Yours, Mine, and Ours: Estate Strategies for Second Marriage

ESTATEREAD TIME: 3 MIN If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy.1 […]
April 21, 2022
Wild West Data Theft

Revising Estate Strategy Assumptions

ESTATEREAD TIME: 3 MIN When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden […]
April 21, 2022
An icon of a man

A Living Trust Primer

ESTATEREAD TIME: 3 MIN A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and […]
April 21, 2022
Three people brainstorming

A Primer on Irrevocable Life Insurance Trusts

ESTATEREAD TIME: 3 MIN “I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the […]