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.

Many things in the United States are in flux right now because of the pandemic. Perhaps nowhere is the uncertainty and confusion more apparent than in the US education system.. . .

How would you like to play poker where the casino told you they would guarantee you that you will make money on every winning hand and, you would break even. . .

…If Not, It Can Be Costing You A Lot Of Money! There are so many changes going on these days. Regarding your annuity, there could be a powerful move you. . .

“Many people who carefully plan for their income needs in retirement do so based upon a fixed retirement horizon of average life expectancy and thus might give short shrift to. . .

If you are nearing retirement or already retired, are you still getting the same advice from your financial advisor? Is this the advisor you have had for the last 10,. . .

Through the years, I’ve helped many people plan for retirement. By necessity, many of the conversations revolve around money. How much are your necessary expenses? What are your sources of. . .

September 5, 2019

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If you own bank accounts and want to reduce your exposure to probate with these assets the “payable on death” (POD) option may help you. This option offers an. . .
August 10, 2019

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I am not a tax attorney, nor do I play one on TV.   I am, however, a financial guide who understands the need for thorough, complete estate planning. In. . .

June 25, 2019

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Planning now will go a long way toward helping you have a more peaceful and prosperous retirement. “A couple in their mid-50s purchasing new long-term care insurance coverage can expect. . .

April 7, 2019

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Unlike wills, which are automatically submitted to probate and become public record after your death, living trusts keep your assets from becoming frozen and/or parceled out by a court appointed. . .

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Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

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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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