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6 Tips for Estate Planning Over the Holidays


The holidays are a time when families come together. You have time to catch up and talk about the future. Oftentimes, we take a vacation from work and do not…

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6 Things to Consider Before Naming Life Insurance Beneficiaries


Do you have a life insurance policy? If you are thinking about drawing up a life insurance policy, you need to be aware about important considerations when naming your beneficiaries….

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Holiday Travel: Is Your Estate Plan Up to Date?


Many people travel during the holidays, whisking out of the country or off to the beach to escape the cold. Before you leave on vacation, do you have your estate…

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5 Tips for Estate Planning Conversations with Aging Parents


As your daily life goes on, take a moment to think about your parents as they grow older. Do you know if they have their affairs in order? How would…

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Why Estate Planning Is Essential for Divorced Parents


Beneficiaries for life insurance and assets automatically change after divorce. Instead of leaving money to your spouse, you will want to transfer those assets to your children. Many couples forget…

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4 Tips for Choosing Beneficiaries of Family Heirlooms


Sometimes, Instead of focusing and estate plan on passing along assets or money, many aging adults want to emphasize leaving their loved ones with family history and legacy. This can…

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5 Tips for Estate Planning Conversations


If you have aging loved ones, you know how pressing it feels to make sure their affairs are in order if they were to pass away. Unfortunately, your parents or…

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5 Critical Estate Planning Documents You Need Now


It’s hard to plan for death when it can unexpectedly occur at any time. But, you can be prepared with certain safety measures to ensure all boxes are checked. Creating…

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What Is a Living Trust?


A living trust is an important estate planning tool that allows you to transfer your assets into the trust in order to avoid probate. When you have your assets connected…

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What Happens If You Die Without a Will?


A will is an excellent tool to make a plan for your assets and heirs after you die. Everyone needs to have an estate plan, but most people do not…

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