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E.g., 09/26/2021
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The differences between men and women go way beyond the physical - even after passing. Because women typically outlive their counterparts, it is even more crucial for them to educate themselves about estate planning.
  | Financial Decisions

5 Ways New Parents Can Go About Estate Planning

Busy parents have enough on their plates without adding estate planning, but with the joy of welcoming new family into the world, comes the responsibility to plan for the financial future of a family. Often, creating a will is probably the first thing that comes to mind when most people think about estate planning; there’s much more to building a stable financial future. One of the hardest parts of estate planning is knowing where to start. Luckily, we’re here to help.
  | Investing

This year, give savings (not stuff)

The holidays are just around the corner, and if you have kids, grandkids, nieces or nephews, you’re probably racking your brain trying to figure out the perfect gift.
Estate planning is an extremely personal process, not a one-size-fits-all endeavor. When an individual has no close relatives (other than perhaps a spouse), the decisions required to prepare an estate plan can sometimes feel overwhelming.

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