When people think of estate planning, they often imagine preparing for the end of life. Yet comprehensive estate management is important for anyone at any age, whether in their 20s, 30s, or beyond. For those 40 years old, however, estateREAD MORE
Life Stages Planning
Whether you’re living together, in a long-term relationship, or planning a future together, everyone needs an estate plan. Estate planning for unmarried couples is particularly important as their legal and financial situation differs significantly from married couples. In fact, unmarriedREAD MORE
Estate planning is often overlooked when it comes to financial planning. In fact, more than half of all Americans do not have a will and even fewer have an estate plan. But is it true that everyone needs an estateREAD MORE
A Lesson in Preparation The passing of a grandparent is a moment of reflection, remembrance, and often grief. However, when a grandparent departs without an estate plan, it can introduce complexity and stress during an already emotional time. This articleREAD MORE
As the summer comes to a close and schools reopen for the Fall semester, many parents are sending their kids off to college. It can be scary to drop your child off at their dorm or apartment and realize youREAD MORE
When it comes to estate planning, many college students believe they can put off their Personal Protection Plan until they have substantial assets. However, there is one crucial document that every college student should have, regardless of their financial situation:READ MORE
Traditional, very simple estate planning may not be sufficient to accomplish estate planning goals in many blended family situations.
It is a longtime investor’s worst fear: retiring into a bear market. A downturn in stocks can be a blessing in disguise when you are still working and saving for retirement, because you are able to buy shares ‘on sale.’
A spendthrift trust allows you to leave funds to a beneficiary without giving them full control over those funds.
Being married is significant both for a married person’s lifetime estate planning and subsequent administration of the estate at death. Important rights and responsibilities exist between married persons.