When it comes to planning for the future, you may have asked yourself, “What should I handle first: getting life insurance or getting a will?” It’s not the easiest decision, but it’s an important one.…
Life insurance plays a vital role in securing your family’s financial future and should be a key component of your estate plan. Whether you’re just starting out or planning for the next generation, understanding the…
When a loved one passes away, their possessions and financial affairs, collectively known as their estate, must go through a legal process called probate. An estate includes everything the deceased person owned, such as money,…
Estate planning is essential for everyone, but it is especially important if you and your partner are in a long-term committed relationship and are not married. Unless you plan properly, your partner will not receive…
A properly funded trust allows you to avoid probate, minimize taxes, provides organization, maintains control, and provides for yourself and your heirs. In its most simple terms, a trust is a book of instructions wherein…
Confused about the differences between a will and a trust? Although many people have heard of trusts, most don’t fully understand how they work. Here is…