Vacations can be the perfect opportunity to relax, disconnect from work and responsibilities, and enjoy your spouse, partner, kids’ or friend’s company. But before you head off on your next…
Life Insurance – 4 Common Beneficiary Designation Mistakes
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you…
Revocable or Irrevocable Trust – which one is for you?
You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or incapacity. And, if you…
for the love of your family - consider this before you create a will online
For the love of family – Consider This Before You Create A Will Online
A last will and testament is the most commonly thought-of document when it comes to an estate plan. But really it is only a very small part of an integrated…
estate planning and divorce
Getting A Divorce ? Don’t Overlook These 4 Updates to Your Estate Plan—Part 2
Last week in part one, we discussed the first two changes you should make to your estate when getting a divorce -- updating your beneficiary designations and power of attorney…
7 Ways To Save Big Money On Your 2020 Taxes —Part 2
Last week in part one of this series, we highlighted the first three of seven ways you can save big money on your 2020 taxes. Here in part two, we’ll…
7 Ways To Save Big Money On Your 2020 Taxes — Part 1
2020 was a nightmarish year for many families. But thanks to recent legislation, you could see a silver lining in the form of major tax breaks when filing your income…
Managing Your Digital Afterlife: A Guide To Facebook ‘s Legacy Contact
If you use Facebook to share, track, and report on important life events, it can provide an intimate snapshot of your life, and it can also serve as a key…
Estate Planning-5 Loving Things To Do For Your Loved Ones In The New Year
It’s a new year, which means a new chance to do what you’ve been putting off until the time is right - estate planning. That time is now. Here are…
Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased
When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something…