Estate Planning: Living Trusts
Guide your clients in the creation and maintenance of their trusts. This article will help them understand the maintenance processes involved.
8 Step Summer Financial Checkup
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
Why Everyone Needs an Inheritance Strategy
Many people dream of coming into an inheritance, but not all that glitters is gold. This article will help you understand the complexities of inheriting wealth—and why you need a strategy.
What's In Your Estate Plan?
This article will help your clients understand the basics of an estate strategy and what needs to be included.
How the Age at Which You Take Social Security Will Affect Your Benefits
You may be waiting as long as possible to take your Social Security benefits, but is that actually your best option? Here's what research you should be doing to find out....
What Is a Living Trust?
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.
