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4 Reasons Why a Cheap Estate Plan Won’t Work For Your Family
Most people, regardless of stature and wealth, likely do not know how to evaluate estimates when shopping for an estate plan. Shopping for an estate plan based on getting the […]
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A Gift of Peace and Power for Every Parent
Parents spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a parent, you know. Every parent deserves the peace […]
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Here’s What You Should Know About A Will
Having a Will, otherwise known as a Last Will & Testament, is important—and all adults over age 18 should have this document in place. Yet for all but a few […]
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What Happens To Your Social Media Accounts When You Die?
When you die, what happens to your online life? Each social media platform has its own rules for dealing with the accounts of deceased users, ranging from permanent deletion to […]
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Updating Your Estate Plan For Divorce: 5 Changes To Make
Even if the process is amicable, divorce can be one of life’s most stressful events. With so many major changes taking place, it’s easy to forget to update your estate […]
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How DIY Wills and Trusts Offer a False Sense of Security
Do-it-yourself Wills and Trusts are all over the internet, with promises of saving you money and protecting your loved ones after you’re gone. But don’t be fooled! They’re often way more trouble than they’re worth. Read more.
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3 Estate Planning Documents Your Parents Need
As your parents gracefully navigate their golden years, ensuring their peace of mind (and yours!) becomes a priority. One of the very best things you can do for your own […]
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13 Ways to Show Your Finances Some Love This Year – Part 2
Last week we explored seven ways to show your finances and your family some love with smart, tax-advantaged financial tips for the new year: If you missed it, check out […]
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13 Ways to Show Your Finances Some Love This Year – Part 1
While thoughtful financial planning doesn’t sound as fun as a fancy night out or a night in with Netflix, making smart planning decisions with your assets is one of the […]
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4 Essential Strategies For Protecting Your Family’s Assets
You might think that only the super wealthy need to worry about asset protection planning. The truth is, those without millions may be at even greater risk. For instance, if […]
