7 situations where a trust might help
From helping a child to shielding assets, trusts can sometimes come in handy.
Insurance, Annuities, and Investments
Blog Listing
Wealth management: Is setting up a trust right for you?
Setting up a revocable or irrevocable trust is an essential part of any wealth management strategy.
7 things financial planning does for you
It is the financial planning conversations that are really important in your achieving goals.
Planning for your pet’s care after your death
Here’s how to make a plan for your pet to ensure that it won’t suffer if something happens to you.
3 ways to financially prepare when an election looms
No one can tell exactly what will happen or change, but there are ways to prep.
Probate: What it is, why people fear it
Probate can be costly and time consuming. It also creates privacy concerns.
Renting? Maybe a better choice for some retirees
In some cases renting may mean less cost, fewer chores, and more fun.
How to make sure your heirs won’t fight
Sharing your wishes before your death may ensure minimal strife for your heirs.
5 mistakes when it comes to designating beneficiaries
There are some pitfalls when it comes to naming beneficiaries for your estate.
Funeral costs and considerations
Be aware of costs and know your rights when planning a funeral.
3 ways a financial professional adds value
An expert in your corner can help you understand options you may not have considered otherwise.
Why millennials should not rely on an inheritance
Parents plan to spend savings on themselves; long-term care and medical expenses may deplete what is left.
End of life planning: What loved ones should know
Establish a sound estate plan and make your wishes known before your death.
Estate equalization for business owners: How to do it
Dividing an estate should be easy math, but for business owners the largest asset is often illiquid.
Estate planning for LGBTQ couples
There are many financial opportunities – and potential pitfalls – for gay and lesbian couples.
Four financial acts of mutuality
Families support each other emotionally, physically...and, just as important, financially.
Wills and the basics of estate planning
It's the most basic step in estate planning, regardless of your wealth.
Estate planning tools for households
Financial tools from trusts to charitable giving to life insurance are available.
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