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Articles
Funeral Planning: How a Remembrance and Services Memorandum Can Help
No one enjoys thinking about their own funeral, but making those arrangements in advance yourself may be one of the most thoughtful acts...
New Baby? Time to Create 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...
3 Asset Protection Tips You Can Use Now
A common misconception is that only wealthy families and people in high risk professions need to have an asset protection plan. But in...
529 Plans – What You Need to Know
According to U.S. News and World Report, for the 2019-2020 school year, the average cost of tuition and fees is $10,116 at an in-state...
Adopt-a-Dog Month – Love Them Today and Love Them Tomorrow with a Pet Trust
There are 3.3 million dogs housed in animal shelters each year. You can celebrate Adopt-a-Dog Month this October by adopting a homeless...
Considerations Before Heading South for the Winter
For many snowbirds, cooler weather means it is time to head south. If you are thinking about heading for warmer weather this winter, there...
Cryptocurrency and Estate Planning: What You Need to Know
Cryptocurrencies have been making headlines as of late, with more and more investors wanting in on this digital currency. Cryptocurrencies...
Sandwich Generation Month: Considerations When Caring for Both Children and Parents
Sandwich Generation Month: Considerations When Caring for Both Children and Parents A time to honor those who are caring for both their...
How Trusts Have Helped Athletes
How Trusts Have Helped Athletes Estate planning is not just about what happens when you die. Proper estate planning takes into...
COVID-19 and Minor Children: Things to Consider Now
Protecting your family is important, especially when you have minor children, and even more so now that we are living through a pandemic....
Wealth Transfer Strategies to Consider in an Election Year
Wealth Transfer Strategies to Consider in an Election Year With a push by the Democratic party to return federal estate taxes to their...