Review insurance policies (life, health, disability, etc.) to ensure coverage and beneficiaries are up to date. Consider creating a will to ensure assets are distributed
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
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
A Trust is a great estate planning tool that avoids probate when passing property, money, or other assets to a loved one upon your passing.
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
A Pet Trust is an easy way to ensure that your pet will have a permanent caregiver, and to provide the financial resources to care
A Trust is a legal relationship that centers on a document where you transfer the legal ownership of your assets to the trust, under the
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
We never know what life has in store for us: marriage, a new baby, divorce, moving to a new state. As your life changes, so
If you are named as a beneficiary for your parents’ home in their Last Will and Testament or Trust, the transfer of the home to