Estate Planning


what happens when your partner dies?

23 Jul Death Benefits for Unmarried Couples

  Are you wondering what happens when your partner dies? How will the surviving loved one be cared for? Death benefits for unmarried couples only exist if you create them. You can decide where your assets go—whether you give them to friends, family, charities, or a...

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who needs estate planning? do I really need an estate planner?

06 Jun Do I Really Need Estate Planning?

  Estate planning can sound inaccessible to some people, as if it’s an elite tool that’s not appropriate for everyone. If financial end-of-life planning isn’t a topic circulating through your peer group, it can seem far-off or irrelevant. However, neither of these assumptions are true.  Many people...

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how to avoid the estate tax

10 May How to Avoid The Estate Tax

  Taxes play a large factor in developing an effective estate plan. Thanks to the dreaded “estate tax,” if you fail to properly plan, Uncle Sam will take his final cut on your way out the door, and your largest tax bill ever will come when...

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estate planning checklist, estate planning golden rules

15 Apr Three Golden Rules of Estate Planning

    When making your estate planning checklist, there are three “golden rules” you should follow. These estate planning rules will help you ensure you’re getting the most out of your hard work, and preserving your estate for years to come. Rule #1: Be Clear and Intentional The most...

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how to update a will, best way to update my will

11 Feb What is the Best Way to Update your Will?

    A living will is something that communicates your end-of-life medical decisions and allows your family members to rest assured that they’re making the right choices, if you’re unable to make them yourself. Having a living will is an essential step in estate planning. However, even...

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