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Warm Hand or Cold Hand: The Best Way to Think About Giving Money to Your Family
Should you give your money away now or let them inherit it later? This simple saying might change the way you think about wealth, legacy, and what you actually want…
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- Videos
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Estate Planning Mini-Series – What is a Revocable Trust?
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates reviews the basics of revocable trusts and how they can be…
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What Beneficiary Form!?
John Mason, CFP®, discusses the need for Federal employees to understand beneficiary forms that may have been completed decades ago.…
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Estate Planning Mini-Series – Advance Medical Directive
Ben Raikes, CFP®, EA, of Mason & Associates discusses the Advance Medical Directive (AMD) and how it can be implemented…
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Thrift Savings Plan – Estate Planning for Your TSP
John Mason, CFP®, discusses the importance of coordinating your beneficiaries and your overall estate plan with your Thrift Savings Plan.…
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Estate Planning Mini-Series – Financial Power of Attorney
Ben Raikes, CFP®, EA, of Mason & Associates introduces our estate planning mini-series and the Financial Power of Attorney (FPOA).…
