by Independent Financial Services | Dec 2, 2021 | Estate & Giving
Once you and your partner have agreed to tie the knot, you may be in a joyous and festive mood. However, upon becoming engaged there will be plenty of things to do that will keep you busy, from planning the bridal shower, bachelor parties and the wedding ceremony....
by Independent Financial Services | Oct 21, 2021 | Estate & Giving
There are many things you may need to learn if you are looking to start creating an effective estate plan. This will include aspects related to how to distribute your assets once you have passed away. You will also need to choose your preferred beneficiaries to your...
by Branden Sears | Oct 14, 2021 | Estate & Giving
Many people neglect considering life insurance as a part of their estate plan. Although each estate plan should be tailored to your specific circumstances, everybody should at least take life insurance into consideration. Obtaining life insurance can make things...
by Independent Financial Services | Oct 7, 2021 | Estate & Giving
Estate planning often gets put off until later in life and many don’t start thinking about it until they are close to retirement age. Unfortunately waiting so long can limit your options and make it harder to manage your estate the way you would prefer. Worse, not...
by Independent Financial Services | Oct 5, 2021 | Estate & Giving
Wills and Trusts are both legal documents that let you designate your heirs and pass down assets to them, but they don’t work the same way. There are important distinctions between a last will and a financial trust. Understanding the difference between a Will...
by Independent Financial Services | Sep 30, 2021 | Estate & Giving
Pets can be one of the most joyful parts of your life. We all love and care for our animal companions and want the best for them but setting up pet guardianship is one thing a lot of pet owners neglect. Having a pet guardianship is one of the best ways to ensure your...
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