Sep 1, 20213 minWhen Is The Best Time To Update My Estate Plan?Life is unpredictable and circumstances are constantly changing, whether planned or not. It can be difficult to know exactly when you...
Apr 20, 20205 minTake Your Power Back From COVID-19: Estate Planning Steps To Protect Yourself & Your Loved OnesNews about the coronavirus is everywhere, and we have all been affected by it in some way, even if we are currently completely healthy....
Mar 26, 20184 minDifferent Financial Approaches To Long Term Care ServicesLong term care insurance was sold aggressively in the 1980s, 90s and thereafter to offset the costs of seniors needing to live in a...
Dec 5, 20162 minYear End Estate Planning Before You Look Back On 2016With the end of 2016 fast approaching, NOW is the time to start or fine tune your estate plan before you get caught up in the chaos of...
Oct 15, 20157 minEstate Planning Boot Camp: Lesson 2 - Understanding the Significance of TrustsWhen used properly, trusts can provide significant advantages to even the smallest estate. Given the numerous types of trusts, this...
Oct 6, 20155 minEstate Planning Boot Camp: Lesson 1Definition of Estate Planning According to the American Bar Association, Estate Planning is a process by which an individual designs a...
Aug 12, 20152 minAligning Insurance Products within a Planning StructureWe use a variety of insurance products to manage risk in different areas of our lives in order to protect our wealth from losses that can...
Nov 12, 20142 minBeneficiary DesignationsOne area of planning that many people overlook is their beneficiary designations. Have You Checked Your Beneficiary Designations Lately?...