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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“If you’re considering moving when you retire, have you considered the potential tax issues?” Eric Coons Many retirees choose to move after retiring, whether to be closer to kids and. . .
Women need to understand their rights in a divorce “The impact a divorce has on women’s finances cannot be overstated. The financial literacy gap, the lack of involvement in long-term. . .
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In today’s world, especially the digital world, people constantly leave behind little pieces of themselves. These pieces, while small, are a part of a larger picture, your identity. Please do. . .
Use Legacy Arbitrage to extend benefits to heirs Definition of ‘Arbitrage’ from Investopedia “The simultaneous purchase and sale of an asset to profit from a difference in the price. It. . .
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“If you’re approaching retirement and have a low risk tolerance, a capital preservation strategy may be your best option.”- Jeff Kennedy People who are approaching retirement or are already retired. . .
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“If you are at or near retirement, the thought of selling your home may have crossed your mind. Before you make that decision, though, you’d better spend some time considering. . .
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We can all agree that the stock market has been extremely volatile since the COVID-19 pandemic. But what has the market done, and what was the average return from the. . .
Questions Regarding Probate Who is in charge of the probate process? The will names a personal representative who is responsible for overseeing the probate of an estate. A personal representative. . .
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