Estate Planning for Blended Families
May 23, 2024
Blending families brings together unique joys and challenges, and when it comes to estate planning, there’s an extra layer of complexity to consider. In this
Category: Articles
Understanding the Importance of Trusts and Wills
May 21, 2024
When it comes to estate planning, trusts and wills are two essential legal documents that allow you to secure your legacy and ensure your assets
How do I choose between revocable and irrevocable trusts?
May 21, 2024
Understanding the key distinctions between revocable and irrevocable trusts is crucial to shaping a robust estate plan that aligns with your personal goals and needs.
What is Estate Planning 2024
May 20, 2024
Estate planning is an essential process that every individual should consider, yet it is often overlooked until it becomes urgent. At its core, estate planning
Mastering Estate Planning in 2024: A Comprehensive Guide
May 20, 2024
What is Estate Planning? Organizing your affairs to prepare for life’s inevitable conclusion is an essential task, and estate planning encompasses far more than simply
Putting a Home in a Living Trust
May 14, 2024
As a homeowner, estate planning is likely something you’ve thought about—perhaps you’ve even discussed it with family members. But when it comes to protecting your
Comprehensive Guide to Estate Planning and Caring for Your Aging Mother
May 9, 2024
Caring for an aging mother is a responsibility that involves both emotional support and careful planning. As your mom grows older, it’s crucial to discuss
Essential Guide: How to Write a Will When Expecting a Baby
May 8, 2024
Welcoming a baby into the world is a monumental event that brings joy and also the responsibility to plan for the future, highlighting the significance
Caring for Mom with Confidence: Estate Planning & Beyond
May 8, 2024
Today’s topic is close to all our hearts: caring for our amazing moms as they age. It’s a responsibility we take seriously, and it involves
PODCAST-The Power of Planning
April 30, 2024
Chris Shea is a financial advisor with BPS Financial Services here to share his story about his family and the challenges of planning. The only