If you’re a father, there’s a good chance you help manage your household’s finances and you may even play the dominant role. This may work well now, but what if something were to happen to you? Would your family be financially okay?
July 24, 2019
You may be surprised at how easy it is to make an expensive mistake with your beneficiary designations.
May 2, 2019
Trusts are one of the most versatile items of the financial planning toolkit. However, they are not just for rich people. With the new higher estate tax exemptions, avoiding or reducing estate tax is not a concern for most of us.
Since women live approximately 4.9 more years than men, it is critical for both single and married women, regardless of age, to take estate planning seriously.