Open Communication Avoids Disputes After Death

When leaving behind a legacy for children or loved ones, parents hope that it will bring joy to the recipient. Although nothing can mitigate the sorrow after a death occurs, an inheritance can sometimes alleviate financial worries. Of course, it is not just the money...

Estate Planning for New Parents

A brand new baby brings a special kind of chaos to your home. In the midst of sleep deprivation, midnight feedings, and seemingly endless diaper changes, estate planning is likely the last thing on your mind. However, making an estate plan is a relatively simple task...

Starting Late? Tips For Building Retirement Savings

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...

New Mom? Prepare Your Estate Plan

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,...

Do you need a Will and a Trust?

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....

What is a Life Insurance Trust?

irrevocable trusts A life insurance trust is a form of irrevocable trust that invests the proceeds of a life insurance policy into a trust with designated beneficiaries. Most life insurance policies are owned by the insured. The money is paid when the insured dies,...