7 Events That Necessitate a Review of Your Estate Plan

7 Events That Necessitate a Review of Your Estate Plan

Did you know that even if you put a completely solid estate plan in place, it can end up proving worthless if it’s not properly updated? Estate planning is not a one-and-done type of deal: It should continuously evolve along with your life circumstances. No matter who...
3 Ways Wise Planning Can Protect Your Family’s Assets

3 Ways Wise Planning Can Protect Your Family’s Assets

While most people assume only the uber wealthy need to worry about asset protection, those with less wealth and fewer assets may be at even greater risk. For example, if you’re a multi-millionaire, a $50,000 judgment against you might not be that big of a burden. But...
Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased

Use Estate Planning to Ensure Your Legacy Doesn’t Get Erased

When you think about those loved ones who’ve passed away, you probably don’t think very much—or even at all—about the “things” they’ve left you. And when they do leave something behind, what you likely cherish most about the object are the memories and feelings it...
Give the Gift of Peace of Mind

Give the Gift of Peace of Mind

Part of estate planning involves deciding how much you want to give away while you’re alive. Many people get a lot of joy from seeing their loved ones receive cash gifts.  In some sense, that’s infinitely more gratifying than letting the gifts occur after your death. ...