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Who Needs to Know About Your Estate Plan?

Who Needs to Know About Your Estate Plan?

Creating an estate plan is a big decision, but deciding on who you want to share it with is...
Estate Planning in Your 30s

Estate Planning in Your 30s

“Estate Planning in Your 30s” Just because you haven’t reached retirement age...
What is Probate?

What is Probate?

Often an estate plan addresses the process known as probate – but what is probate and where does...
How to Calculate Your Net Worth

How to Calculate Your Net Worth

Calculating your net worth every year is a good way to help keep your estate plan up to date....
Tools for the Family Wealth Trust

Tools for the Family Wealth Trust

The Family Wealth Trust secures more than money and property – it also protects your memories....
Five Reasons To Buy Life Insurance Today

Five Reasons To Buy Life Insurance Today

Sure, there’s 101 other things you could be spending your money on, but life insurance may need...
What is a Fiduciary?

What is a Fiduciary?

An important aspect of planning your estate is naming fiduciaries. Fiduciaries – in legal...
Using Payable on Death Accounts to Avoid Probate

Using Payable on Death Accounts to Avoid Probate

In order to distribute your assets to your heirs after you pass on, your estate typically must go...
How to Update Your Last Will and Testament

How to Update Your Last Will and Testament

There are two distinct aspects to successful estate planning: planning and maintenance....