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.
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“Happily ever after” is typically the ending of a fairy tale. But it’s more than that. It’s also the way we want to retire. What does it take to have. . .
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Probate court proceedings can be a lengthy and costly process for families of deceased individuals. In some cases, the process can take up to a year or longer. Luckily, there. . .
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Estate planning is organizing and managing your assets to ensure their proper distribution after death or incapacitation. It can be daunting, but it’s necessary for financial and legal protection. In. . .
Are you feeling overwhelmed by the different life insurance policies out there? Do you think you need more information to make an informed decision? Don’t worry—you’re not alone. Many people. . .
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“In today’s insane economic environment, it’s easy to be lured into risking your savings by chasing after returns. If you’re close to retirement, keep calm and focus on your long-term. . .
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When it comes to money, inflation is like a termite: It’s small and seemingly innocuous initially, but it can do severe damage over time. Inflation is the gradual increase in. . .
Being Prepared is not just for the Boy Scouts. As an advisor, I occasionally have the unfortunate job of dealing with the passing of someone’s spouse, parent, or sibling. If. . .
“It’s fantastic if you inherit an annuity, but you need to understand the tax implications and how to make them more favorable.” –Lyle Boss You cannot escape taxes if you. . .
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“A solid credit score gives you more choices and the more choices you have, the greater the chance of retirement success.”- Steve Kerby There’s a long checklist when preparing for. . .
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The SECURE Act, also known as “The Setting Every Community Up for Retirement Enhancing Act” of 2019, was approved by the Senate on December 19, 2019, after initially passing through. . .
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