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...
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...
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...
Many people do not love doing their taxes but digging a little deeper into how the system works can benefit you in several ways. You may be unnecessarily paying taxes on money that can be tax-free, or you may be interested in learning how to create a better future...
If you are quickly approaching the age of 65, it is time to evaluate whether or not to move forward with Medicare coverage. While you may be comfortable and use to private insurance coverage, making the transition to Medicare might be a good fit for yourself and your...