How an Estate Plan Avoids Conservatorship
Avoid or reduce the need for a conservatorship, which is a court-supervised process where someone else is appointed to manage your affairs.
Nov 15, 2023
Estate Planning for Blended Families: How Life Insurance Can Help
Blended families are becoming more common in today’s society, as more people remarry after divorce or death of a spouse. According to the...
Nov 1, 2023
SECURE 2.0 Act - How It Affects You and Your Retirement Account Beneficiaries
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 was enacted by Congress on December 20, 2019, and signed...
Oct 11, 2023
The Pour-Over Will: Ensuring Your Legacy with a Safety Net
Creating a will is a crucial step in securing your assets and distributing them according to your wishes after you pass away. While...
Aug 2, 2023
Securing Your Legacy: A Comprehensive Guide to Estate Planning
Estate planning is a vital step in ensuring that your assets are protected and distributed according to your wishes after you pass away....
Jun 28, 2023