Significant Estate Planning Steps

You made sure your kids wore helmets, ate their vegetables, and looked both ways before crossing the street when they were small. Why? Because you worried about their safety. Protecting your children financially is no less important. Rather than leaving them to figure...

Don’t Forget These Important Retirement Documents

Estate planning is not always an easy subject to think about, but it’s even harder to think about what will happen if you don’t have a plan. We know that retirement planning can be overwhelming, and that there’s a lot to take into account when creating your strategy....

Why is Estate Planning so Crucial?

It may be hard to think about life after you’re gone. It’s not generally something that we like to talk about or even think about, but it is important to be prepared for. Although these are tough conversations, there is a lot of reasons why estate planning is so...

Don’t Forget About Estate and Legacy Planning in Retirement

According to recent studies, the “great wealth transfer” will have baby boomers transferring an estimated $30 trillion to their heirs by 2050. Estate planning is defined as the preparation of tasks that serve to manage an individual’s asset base in the event of their...

The Importance of Estate Planning

After you pass, your debts, just like your assets, are left to your estate. It is important that you make sure that the assets you set to leave behind do not get eliminated entirely by your debts. Understanding debt and how each kind differs is important when...

Estate Planning for the Holidays

As you gather with close family and friends for the Holiday’s, give some thought to opening up the estate planning conversation. Whether you need to update an existing plan or look into creating a new one, it is an important piece to your overall retirement strategy,...