Mar 11, 2024 | Estate Planning, Family, Newlyweds
In this article, we’ll look at why adding your partner to your will and estate plan is the ultimate act of love. Providing Care and Protection While a will, trust, and other estate planning documents are valuable, if they aren’t properly counseled, regularly...
Mar 6, 2024 | Estate Planning, Trust, Wills
We’re often asked: what’s the difference between a will and a trust? Both are useful estate planning tools that have different purposes, and both can work together to create a complete estate plan. A Will Alone May Not Be Enough When it comes to creating an...
Mar 4, 2024 | Death, Estate Planning, Family
This week, we’re exploring the conversations you need to have right now to truly understand your family’s financial picture and plan for the future. Conversation #1: What Exactly Do Your Parents Own? The potential risk to your family’s wealth is intricately tied...
Feb 26, 2024 | Beneficiaries, Estate Planning, Family
In this article, we’ll explore how not to name beneficiaries on your life insurance and how to name beneficiaries to ensure your loved ones have the funds they need to thrive when something happens to you. DO NOT Name a Minor As The Beneficiary of Your Life...
Feb 19, 2024 | Children, Estate Planning, Family
In this article, you’ll learn what has changed under the new rule and how grandparents can leverage it to support their grandchild’s educational pursuits. Understanding the 529 Account What exactly is a 529 college savings account? It’s a special savings...
Feb 12, 2024 | Children, Estate Planning
Why is this the ultimate resolution for you this year? Keep reading to find out. Unforeseen Circumstances Can Leave Your Kids In the Care of Strangers (or Worse) Imagine your kids at home with a babysitter, and you don’t make it home. Your babysitter waits, and frets,...
