FOUR REASONS WHY ESTATE PLANNING ISN’T JUST FOR THE WEALTHY

Estate planning is not only for the ultra-rich.  Recent polls conducted by AARP, Gallup and Caring, conclude similarly that more than half…

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IRAS, ANNUITIES AND GUARDIANSHIP: PROVIDING FOR YOUR MINOR CHILDREN AFTER YOU DIE

Deciding on a guardian for your minor children may very well be the most vexing decision you’ll make regarding your estate planning….

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HOW A LIVING TRUST HELPS YOUR FAMILY

There are several parts to an estate plan, one of them being a living trust. Common factors that prompt someone to create…

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STEPS TO TAKE AFTER THE DEATH OF A SPOUSE

There are many immediate tasks at hand after the loss of a spouse such as notifying their friends, family, and colleagues, making…

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DO YOU REALLY NEED A WILL?

The short answer to this question is “yes.” Everyone who owns anything should have a will. A will puts you in charge…

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WHEN IS A TRUST A GOOD IDEA?

Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will…

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MONEY ISN’T EVERYTHING IN ESTATE PLANNING

How to Pass Your Stories and Values to the Future Generations Money may be the most talked about wealth contained within a…

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ESTATE PLANNING THAT EXPRESSES WHO YOU ARE – 5 THINGS TO TALK ABOUT WITH YOUR FAMILY

You intend to pass along your wealth through your estate plan, but what about your wisdom? Ensuring you accomplish both calls for…

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TOOLS YOU CAN USE TO LEAVE WORDS OF WISDOM TO THE NEXT GENERATION

You come into the world a blank slate, and as you grow, you gain wisdom. You’ve planned your estate to leave physical…

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3 WAYS YOUR TRUST CAN HELP A LOVED ONE WITH MENTAL ILLNESS

When a loved one suffers from a mental illness, one small comfort can be knowing that your trust can take care of…

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