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7 days ago
1 min

Who Gets the Life Insurance Money?

The most important thing here is making sure you know who you've designated as beneficiaries, and that you make changes as needed.

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Avoid These 3 Things in Your Safety Deposit Box

Erach Screwvala

Jan 13
2 min

Avoid These 3 Things in Your Safety Deposit Box

There are three things that you absolutely want to avoid putting in a safety deposit box.

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Erach Screwvala

Dec 28, 2020
2 min

What Is the Right Age to Inherit?

Today I want to talk about how to make sure your kids are emotionally mature enough to receive whatever inheritance you're able to give them

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Erach Screwvala

Dec 24, 2020
2 min

Two Types of Life Insurance

For each of these goals, there is a different kind of insurance product available, and today I want to talk about two different kinds...

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The Law of Intestacy: An Estate Plan When You Have No Plan

Erach Screwvala

Dec 23, 2020
2 min

The Law of Intestacy: An Estate Plan When You Have No Plan

If you died tomorrow without a will or any other kind of estate plan, what would happen to all of your assets?

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The Four Pillars of a Strong Family & Estate Plan

Erach Screwvala

Dec 22, 2020
2 min

The Four Pillars of a Strong Family & Estate Plan

Making a comprehensive plan requires looking at a variety of things, and here I will discuss the four critical parts of an estate plan...

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Parents: Avoid These Life Insurance Mistakes

Erach Screwvala

Dec 21, 2020
3 min

Parents: Avoid These Life Insurance Mistakes

I find that many parents make some fundamental mistakes, which I want to help you avoid.

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How an Advanced Medical Directive Can Improve End-of-Life Care

Erach Screwvala

Dec 19, 2020
2 min

How an Advanced Medical Directive Can Improve End-of-Life Care

It's important to carefully document what you want for end-of-life care through an Advanced Medical Directive.

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Preparing for the Unexpected With Your Power of Attorney

Erach Screwvala

Dec 18, 2020
2 min

Preparing for the Unexpected With Your Power of Attorney

John never expected to end up in a coma, unable to make those payments for himself – but of course, this is what planning is all about.

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Are You Wealthy Enough to Make a Plan? (HINT: You Are)

Erach Screwvala

Dec 11, 2020
2 min

Are You Wealthy Enough to Make a Plan? (HINT: You Are)

Do you think you're not wealthy enough to need an estate plan? I often hear from parents who say "You know, I'm young, I've got a long ti...

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Erach Screwvala

Dec 9, 2020
2 min

DIY can be a DI-saster

It's natural to want to use an online service to prepare an estate plan. But that can lead to some unintended results.

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