Estate Planning

Estate planning is when you make a plan for what will happen to your money and property after you die. For example, you can decide who will get your house, or how your money will be used to help your family.

Learn more about estate planning from our financial advisors below.

February 29, 2024

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Picture this: You’ve saved diligently and worked hard your whole life and are enjoying your well-deserved golden years. But then, the unexpected happens. A serious health issue leaves you needing. . .

February 21, 2024

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Retirement planning is a critical aspect of financial well-being, yet many individuals often underestimate the two most significant expenses they will face: housing and healthcare. These costs can significantly impact. . .

February 20, 2024

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The future remains a mystery, but with effective estate management, you can ensure your wishes are honored and your legacy protected. This crucial aspect of financial planning involves navigating legal. . .

February 9, 2024

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As retirees or those nearing retirement age begin to consider long-term care options, understanding the costs associated with nursing home care is critical to planning for the future. Nursing homes. . .

February 9, 2024

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In the grand theater of life, money often plays a starring role, influencing our decisions, shaping our aspirations, and even dictating our sense of self-worth. Yet, beneath the surface of. . .

February 6, 2024

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When I think about investing, I don’t just consider stocks and businesses; I think about the broader picture of wealth management. This brings us to an immensely important topic not. . .

February 6, 2024

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Navigating the emotional labyrinth of choosing a nursing home for a loved one can feel overwhelming. Concerns such as: “Will they be safe and happy?” “Is this the right place?”. . .

January 19, 2024

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What sets them apart? Estate planning is essential to preparing for the future, particularly for retirees and pre-retirees. A key aspect of this process is understanding the distinction between probate. . .

January 19, 2024

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Estate planning in the digital age involves a new dimension of asset management, where online assets are as significant as physical and financial ones. The rapid digitalization of our lives. . .

January 19, 2024

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In a world defined by pixels and bytes, safeguarding your legacy extends far beyond dusty wills and bank accounts. The digital tapestry we weave through emails, photos, and social media. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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