We'll help you leave a lasting legacy for your heirs.
Must-Know Changes for Your Estate Plan After the SECURE Act
With the new SECURE Act in place, who should consider changes to their estate plan?
When Your Will Isn’t Enough
End of life matters aren’t something we generally want to discuss, but doing so can greatly ease the stress of your loved ones during a difficult time. Use this checklist to state your intentions!
Swedish Death Cleaning
Have you heard of The Gentle Art of Swedish Death Cleaning? It’s the latest in a genre of books that has been sparking trends in cleaning and organizing over the last few years.
Not All Prepaid Funeral Arrangements Are the Same
Not all prepaid funeral arrangements are the same. Some options that seem to be good end up being bad decisions. Here are some questions to consider when evaluating prepaid funeral options.
The Importance of Having a Will
As Wealth Advisors, we provide advice on all aspects of your financial situation, and work with a network of carefully selected professionals in taxes, estate planning and insurance to devise appropriate solutions that will help you achieve your goals. This article is...
Why Can’t I Make Medical Decisions for My 18-Year-Old Child?
Your son has just turned age 18. The difference between ages 17 and 18 is that if your son has a medical emergency and is incapacitated, you can’t make a medical decision on his behalf or even speak to his doctors about his condition. Even if your son still lives with...
