by Independent Financial Services | Oct 21, 2021 | Uncategorized
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 | Uncategorized
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 | Uncategorized
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 | Uncategorized
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 28, 2021 | Uncategorized
Getting married is one of the most joyful and exciting times in our lives, but that doesn’t mean it doesn’t have its complications. Figuring out how to merge your households and assets is often one of the biggest challenges of marriage, and estate planning is no...
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