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National “Make a Will” Month

National “Make a Will” Month

“Where there’s a will, there’s a way.” Sage advice that applies not only to our lives but to your estate strategy. When was the last time you reviewed your will or estate strategy? August is National “Make a Will” Month. This is an...
Do You Have An Estate Plan?

Do You Have An Estate Plan?

Talking about the end of life or possible tragic events is not something people naturally want to do, but it is important. To have your wishes honored and to create a plan to make the transition easier for those left, these plans need to happen while you are still...
Protect Your Assets With a Trust

Protect Your Assets With a Trust

Contrary to what many people think, trusts are not reserved only for the wealthy. The truth is, people from all walks of life may benefit from a trust. What Is a Trust? Generally speaking, a trust is a legal entity that allows someone to transfer the legal title of an...
Just Married: Newlywed Estate Planning Cheat Sheet

Just Married: Newlywed Estate Planning Cheat Sheet

Congrats on your recent nuptials! Now that you’ve said the vows and enjoyed a relaxing honeymoon, it’s time to get down to business. Friends with Beneficiaries The following accounts need to be updated to reflect your spouse as the new beneficiary or transfer on death...