Heading off into your financial future without a clear plan and goals is like setting sail without charting your course first. It’s one of the biggest reasons why people feel anxiety over their finances; lack of a plan.  A recent study completed by the Financial Planning Association shows that more than 60% of respondents in […]

The law enables you to use tools such as trusts and wills to accomplish your goals and provide for the people you care about either during your life or after you pass away. While these are definitely protective tools to begin with, there are unfortunately many people who see themselves as opportunists who use these […]

When creating your will, it’s natural to be concerned about deciding specific pieces of property or assets that will pass on to the loved one or beneficiary you decide. However, all too many people approach the process of putting together a will in a far too simplistic manner, exposing them to potential challenges or even […]

Many people are already familiar with the 2017 Tax Cuts and Jobs Act that made significant changes to tax planning. However, the gift tax and estate tax exemption should be something that you’re familiar with so that you can leverage these to your advantage. It’s important to understand that the 2017 tax reform pushed up […]

If you’re like most parents, completing that to-pack for college checklist can seem completely overwhelming. But as you get closer to the finish line, it also becomes a challenge to think about how your life- and your student’s life- will change.  For those students on their own for the first time ever, there are a […]

So you don’t want to sit down and draft a will- or maybe even make the appointment with your attorney. If this is you, you’re not alone.  Numerous studies have undertaken the question of who has a will and other key estate planning tools in place to protect them in case of a sudden accident […]

A key component of your estate plan’s success is being able to keep all the details organized. This helps you to make the best decisions on behalf of you and your family, and enables someone to find these critical documents if something happens to you.  Getting things organized can all also help you identify when […]

Are you thinking about how you can best leave behind a legacy of financial support and love for your family, but haven’t taken the necessary steps to put together an estate plan? According to plenty of research, you’re not alone. Estate planning is often an overlooked as an opportunity to protect your loved ones and […]

Americans are notoriously conflicted when it comes to end of life estate planning. Thinking about the future of those we leave behind and confronting our own mortality is difficult, and yet it’s also a key aspect of your financial management necessary for the long term security of your loved ones. This is why it might […]

Have you already heard about the various types of estate planning tools and documents most commonly created and referenced by people in your state? There’s no doubt that living trust has turned up in your search of key estate planning documents, but how do you know if you need one or not?  What’s the primary […]