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Think Twice Before Naming Your Trust as Beneficiary
We updated our guide on naming your trust as a retirement account beneficiary. Learn when it helps and when a simpler approach may serve you better.
PODCAST: The Basics of Personal Financial Planning
Learn the basics of personal financial planning from Eclectic's president, David Little. Saving, Investing, Insurance, Estate Planning, Taxes, & Retirement. This presentation was originally given to a local conference in March of 2022.
PODCAST: The Basics of Estate Planning
What are the basics of estate planning? This podcast explains what you need to know. Austin Dillon, an estate planning attorney in Fullerton, California, originally recorded this interview in May of 2022.
Leaving an Inheritance to Your Kids: How Much Money Is Right?
Here are some points to consider when trying to decide how much money to leave your children.