3 Good Financial Habits for the New Year
It’s a “new year, new you.” Are you ready to hit the ground running in 2018? For many of us,...
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Category: Estate Planning
Do You Need an Estate Plan?
Managing your finances raises a number of topics but none as tricky and potentially...
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Do You Know Who Your Beneficiaries Are? The Importance of Named Beneficiaries – Part 2
Do you know who your beneficiaries are? It’s the all-important question we asked in last week’s...
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Do You Know Who Your Beneficiaries Are? The Importance of Named Beneficiaries
It’s that time of the year when you should have received your annual pension statement by now. Do...
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Living Inheritance: The Joy of Seeing Your Children Enjoy Your Gift to Them
Have you heard of the term “living inheritance?” It’s our next topic in our weekly estate planning...
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The Power of Attorney Part 2: The Different Types and How to Choose One
This week we continue our estate planning series by once again looking at the power of attorney....
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Why a Power of Attorney is Just as Important as a Will
This is our latest blog post in our series dedicated to estate planning. Last week we took...
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Why You Should Consider An Estate Freeze
This is our latest blog post in our series dedicated to estate planning. With summer in full...
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The Importance of Wills and Estate Planning
This is our latest blog posts in our series dedicated to estate planning. Last week we concluded...
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More Common Uses for Trusts as Estate Planning Tools
This is our latest blog posts in our series dedicated to estate planning. Last week we introduced...
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3 Common Uses for Living Trusts as Estate Planning Tools
This is our next blog posts in our series dedicated to estate planning. Last week we introduced...
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Trusts Aren’t Just for the Rich Like Paris Hilton: A Brief Overview of Trusts
Our next estate planning blog post in our series is dedicated solely to trusts. Last week we...
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