The October Retirement Readiness newsletter this month features considerations for managing your estate, best practices when buying a vacation home, what to do when your heirs are imperfect, and how to make sure your investments can support your retirement lifestyle...
When it comes to life insurance, there are many choices: Whole life. Variable universal life. Term. What do these descriptions really mean? All life insurance policies have two things in common...
Living trusts are created with a clearly defined objective: to avoid probate. Misconceptions about living trusts have spread to the point where people think trusts can accomplish much more than they are designed to....
With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.
If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?
You don't have to have millions in the bank to benefit from establishing a trust. Learn the truth about trusts the surprising advantages you could be missing out on.