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Estate Planning

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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 …

Three older women looking over paper work.

10 Estate Planning Updates You Need To Make Before 2018

Refresh your estate plan to reflect any changes from the past year
A lot can happen over the course of the year personally, professionally, and financially. Before you know it, the New Year has begun and your estate plan is completely …

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 …