Estate Planning: Life Insurance
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...
Estate Planning: Living Trusts
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....
Estate Planning Awareness Month: Rethink These 8 Estate Strategy Myths
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.
Gifting vs. Inheritance: Which Is Better For My Beneficiaries?
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?
A Guide to Trusts for Estate Planning
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.
The SECURE Act
Long-established retirement account rules change… The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings...