estate planning for families

estate planning for families

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 guarantee that retired life will live up to its potential, …

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 their financial matters will be handled when they pass away. …

Everything You Need To Know About 529 Plans

Everything You Need To Know About 529 Plans

Who Can Benefit From 529 Plans and How To Decide If They’re Right For You
A 529 Plan is an education savings plan designed to help families set aside funds for future college costs. These tax-advantaged savings plans have big benefits for families planning for their children’s futures,  yet most Americans …

Estate Planning for Your Pets

Estate Planning for Your Pets

How to account for your furry friends with estate planning
The vast majority of Americans consider their pets to be a member of their family. In fact, according to a Harris Poll, 62% of Americans own a pet, and ownership was highest among Generation X (71%) followed by Millennials (65%).
What would …

How to Responsibly Distribute Assets to Heirs

How to Responsibly Distribute Assets to Heirs

Tools for Protecting Your Heirs From Blowing Their Inheritance
A common concern when estate planning is making sure that your heirs are equipped to manage any assets that come their way. So how can you be sure that if you die before your children, minor or not, they won’t blow through …