by Independent Financial Services | Dec 7, 2021 | Estate & Giving
There are many ways to create an effective estate plan. Finding the best estate planning strategy that conforms to your specific circumstances and objectives is essential. Most estate plans will use either a trust or a will to accomplish this. If you are looking to go...
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 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 | Sep 28, 2021 | Estate & Giving
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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