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...
by Independent Financial Services | Sep 23, 2021 | Uncategorized
Estate planning might seem like something only the very wealthy need to worry about, but proper estate planning is important for everybody. An estate plan is an important part of planning for the future and planning for how your assets will be distributed when you...
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