by Gregg Garofalo | July 22, 2021
August is the start of a new school year. This is a time when many parents are getting ready to send their children off to college. During this hectic and emotionally tumultuous time, parents may be all-consumed with helping prepare their soon-to-be college student...
by Rebekah Williams | October 5, 2020
Most new moms and dads are overwhelmed with a new baby. However, making an estate plan is a relatively simple task that can bring an immense sense of security to your growing family. Here are the basics: Guardianship Your first order of business is to choose a...
by Rebekah Williams | July 29, 2020
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...
by Rebekah Williams | July 2, 2020
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...
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,...
