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Estate Planning

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Estate Planning for Single Parents

What single parents need to know about estate plans to protect and provide for their families
No parent wants to think about not being there to raise their children, but preparing for the worst is the purpose of estate planning. Single …

A couple in their late 60's looking over a document with a woman in a suit.

New Year’s Resolution: Creating An Estate Plan

Why creating an estate plan early in the New Year will make for a worry-free year
The beginning of a new year is rich with possibility. It’s a chance to start fresh, set new goals, and (hopefully) stick to resolutions. Estate …

An older couple looking over some papers

Estate Planning for Retirement

Estate Planning Must-Haves as You Enter Retirement
Retirement is an exciting time. After many years of hard work, the days of reading, traveling, and relaxing without the ping of your email is upon you. Now, all that’s left to do is …

Man in kitchen looking at a computer

Trust or Will: How to Choose

Understanding the difference between a trust or will and why it matters when planning your estate.
You’ve decided to start seriously thinking about estate planning, but after doing some research, can’t decide whether you want to create a trust or a …

Estate Planning for Your Parents

If your parents’ financial affairs aren’t in order, here’s what you need to do to get them on track
There’s only one thing more uncomfortable than having a sit-down conversation with your parents about their financial matters, and that’s discussing how …