Family, Kids & Legacy
Plan for your family's financial future — from teaching children about money to estate organization.
"The financial habits you teach your kids today will shape their entire future. Let's set them up right."
— Benjamin
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Video9 minWhy Adult Kids Can't Afford Life Anymore
This video examines the rising trend of young adults relying on parental financial support due to economic pressures like high living costs and stagnant wages. It provides guidance for families on how to navigate this dynamic, ensuring parents support their adult children without compromising their own retirement security.
Video9 minWhy a Will Won't Save Your Home From Probate
This video explains why a will may not be sufficient to protect your home from the probate process and introduces the Transfer on Death (TOD) deed as an alternative. It explores the benefits of TOD deeds for maintaining control over property, maximizing tax advantages, and avoiding common estate planning pitfalls.
Video14 min7 Places Money Goes Missing After a Loved One Passes Away
This video guides viewers through the essential steps to identify and claim assets that often go unclaimed after a loved one passes away. Benjamin Adams outlines seven key places to search, including insurance databases, government agencies, and employer pension plans.
Video9 min7 Estate Planning Terms You Must Know Before Dying
This video breaks down seven essential estate planning terms to help viewers understand how to secure their assets and avoid probate. It clarifies the differences between common legal instruments like wills and trusts to ensure that final wishes are properly executed.
Video10 minBefore You Claim Social Security After a Spouse Dies, WATCH THIS!
This video provides a guide to navigating Social Security survivor benefits after the death of a spouse. Ben Adams explains eligibility rules, potential pitfalls like the remarriage trap, and strategies for maximizing lifetime income during a difficult transition.
Video11 min12 Ways the IRS Can't Touch Your Money (Legally)
This video explores 12 legal tax strategies that allow individuals to minimize their tax burden and retain more wealth. It covers diverse financial mechanisms including inheritances, Roth distributions, and capital gains exemptions to help viewers build long-term financial momentum.