Why You Should Avoid Probate
While probate is an important part of the legal system, there are several reasons why it can be undesirable or problematic. Watch this video to learn why probate can be bad for beneficiaries and an estate.
Legacy & Estate Planning
What is Estate Planning (and Why is it Important)?
What is Estate Planning (and Why is it Important)?
Estate planning is an essential aspect of your overall financial plan, and it can give you peace of mind knowing that your affairs are in order, your loved ones are provided for, and your wishes will be carried out after you are gone. Watch this video to learn how...
Leaving a Legacy – How to Pass Wealth to the Next Generation
Leaving a Legacy – How to Pass Wealth to the Next Generation
As families get together this holiday season, many of you will be thinking about how to pass wealth to children and grandchildren. On this podcast we discuss the pros and cons of gifting now versus after you are gone, as well as important rules and tax laws you...
Protecting the People You Care About
Protecting the People You Care About
Life insurance offers protection for one of your most important assets- your ability to earn money. If you were hit by a bus tomorrow, how would that affect the people who depend on you financially? On this podcast we discuss whether you need life insurance, how to...
What is Estate Planning and Why Is It Important?
What is Estate Planning and Why Is It Important?
Happy Holidays! As we gather with friends and family this time of year, many of us will reflect on who and what is important to us. This is a good time to think about estate planning and what persons and organizations we would want to leave our estate too. On this...
Subscribe to get helpful financial resources sent straight to your inbox: