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Estate Planning for New Parents
Financial Planning

Estate Planning for New Parents

Checklist of Estate Planning for New Parents Write a will: Specify who will be the guardian of your children if…

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To-Do’s After Someone Passes Away
Financial Planning

To-Do’s After Someone Passes Away

Checklist Of To-Do’s After Someone Passes Away Contact a funeral home or mortuary to make arrangements for the deceased. Notify…

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<strong>Choosing Witnesses for Your Will</strong>
Financial Planning

<strong>Choosing Witnesses for Your Will</strong>

A will is a legal document that outlines how you would like your assets to be distributed after you pass…

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<strong>What is the Best Way to Talk about Saving for Emergencies</strong>
Financial Planning

<strong>What is the Best Way to Talk about Saving for Emergencies</strong>

What's the best way to talk to your partner about saving for emergencies? It’s never easy to talk about money…

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The 10 Step Process to Protect You and All You Love

The 10 Step Process to Protect You and All You Love

The times have changed, and so has estate planning. Below you will find helpful insights into what estate planning is,…

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Breaking Down the Different Parts of a Health Care Proxy
Health Care Proxy

Breaking Down the Different Parts of a Health Care Proxy

If you become seriously ill and cannot speak for yourself, a Health Care Proxy can act on your behalf to…

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Breaking Down the Different Parts of a Trust
Trusts

Breaking Down the Different Parts of a Trust

A Trust is a great estate planning tool that avoids probate when passing property, money, or other assets to a…

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<strong>Common Online Will Mistakes to Avoid</strong>
Financial Planning

<strong>Common Online Will Mistakes to Avoid</strong>

An online will is a document that outlines your last wishes and instructions for the distribution of your assets after…

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Why Should I Nominate a Guardian and/or Conservator?
Health Care Proxy

Why Should I Nominate a Guardian and/or Conservator?

There are circumstances where you would want someone to have legal authority to make decisions on your behalf. If you develop…

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