Building Generational Wealth: Defining Your Legacy
December 12, 2022
Building wealth is an important part of securing your financial future and ensuring that you can live the life you want. However, building wealth is
Category: Financial Planning
Checklist: What an Executor Does After a Death
December 9, 2022
Locate the Will: The executor must locate the deceased person’s Will to determine who is appointed as the executor. Obtain Letters Testamentary: The executor must
Estate Planning for New Parents
December 9, 2022
Checklist of Estate Planning for New Parents Write a will: Specify who will be the guardian of your children if you and your spouse pass
To-Do’s After Someone Passes Away
December 8, 2022
Checklist Of To-Do’s After Someone Passes Away Contact a funeral home or mortuary to make arrangements for the deceased. Notify close family members and friends.
Choosing Witnesses for Your Will
December 7, 2022
A will is a legal document that outlines how you would like your assets to be distributed after you pass away. It’s an essential tool
What is the Best Way to Talk about Saving for Emergencies
December 5, 2022
What’s the best way to talk to your partner about saving for emergencies? It’s never easy to talk about money with your partner. But it
Common Online Will Mistakes to Avoid
April 12, 2022
An online will is a document that outlines your last wishes and instructions for the distribution of your assets after death. It is a popular
Planning Your Financial Future? Don’t Skip Estate Planning
March 31, 2022
A financial plan includes an IRA or 401(k), a savings account for quick access to cash, life insurance, and investments. There is a glaring oversight
Conservatorship vs. Guardianship: What’s the Difference?
March 15, 2022
Conservatorship and guardianship are two legal terms that refer to the legal relationship between a guardian and/or conservator and the person who is under their
Considering Who to Choose as Beneficiary of Your Estate
February 10, 2022
Choosing a beneficiary is an important decision that should not be taken lightly. A beneficiary is the person or entity who receives the benefits from