by Rebekah Williams | June 15, 2020
If you are part of the sandwich generation, you may be raising your own children, while also caring for your aging parents. This can be a trying time and can affect nearly every aspect of your life. So, what can you do to make the process a little easier on you and...
by Rebekah Williams | June 11, 2020
Maybe you spent most of your early career working paycheck to paycheck. Perhaps your savings went to college funds for your children or paid off old debts. Whatever your circumstances, it’s never too late to build a nest egg. Follow the below tips for building...
by Rebekah Williams | June 10, 2020
If you are a new mom…now is the best time to prepare and execute your estate plan. Estate planning is often one item that gets pushed back on nearly everyone’s to-do list. The reasons you might be delaying vary: lack of time, not thinking you have enough assets,...
by Rebekah Williams | June 8, 2020
Everyone wants to protect their families, even after they pass away. That’s the purpose of estate plans. But how do you know if the plan you have in place will actually be effective? The first step is understanding the difference between a will and a trust....
by Rebekah Williams | June 4, 2020
It is an honor to be named the successor Trustee of a loved one’s Trust. As the name implies, you’ve been given a position of trust and responsibility, and it means that your loved one thinks highly of your skill and ability, not to mention your integrity. So, what...
