estate planning

Choosing the Ideal Trust for Your Wishes Image
04.16.2025

Choosing the Ideal Trust for Your Wishes

The term estate may bring to mind mansions, vast fortunes, a...

Beneficiary and Transfer-on-Death Designations:  Are You Doing It Right? Image
04.15.2025

Beneficiary and Transfer-on-Death Designations: Are You Doing It Right?

Do you know which of your accounts have beneficiary designat...

How Do You Want to Leave Your Money Behind? Image
04.15.2025

How Do You Want to Leave Your Money Behind?

Is Outright Distribution the Perfect Fit for Your Loved Ones...

Ensure That Your Loved Ones Call the Right Doctor Image
03.05.2025

Ensure That Your Loved Ones Call the Right Doctor

Now that we are in March, we are well past the point at whic...

Who Is Part of Your Professional Team? Image
03.05.2025

Who Is Part of Your Professional Team?

If you are like most Americans, you have at least one to-do ...

Spring Cleaning:  Lists You Need to Get Your Affairs in Order Image
03.05.2025

Spring Cleaning: Lists You Need to Get Your Affairs in Order

Do You Know What You Own? Americans’ median household net...