Estate Planning · March 29, 2024

Crafting your own Will or Trust might feel empowering, yet it's fraught with risks that could leave your family facing legal battles and financial strain. The allure of DIY legal services masks the complexity and nuances of estate planning. A real-life story shows how easy it is to inadvertently disinherit loved ones or tie them up in legal knots, turning a well-intentioned effort into an expensive and emotional nightmare. It's a stark reminder that what we leave behind should be a legacy, not a

Estate Planning · March 11, 2024

If you are a single parent, life for you right now probably couldn't get any busier. You are likely being pulled between work, school activities, and home - and the inevitable emergencies that fill the lives of single parents everywhere. It's a huge responsibility, even if you do share time with a parenting partner, and especially so if you don't. Regardless, as a single parent, your children's lives are now largely in your hands, and the best way to protect them is through estate planning.

Estate Planning · November 21, 2022

According to the Social Security Administration, nearly one-third of people aged 25 to 54 will become disabled before retirement. When choosing a policy, keep these 7 disability insurance issues in mind. Read more...

Estate Planning · July 29, 2022

You might think only the wealthy need to worry about asset protection planning. But the truth is that if you don't have millions, you may be at even greater risk. For instance, if you're a multi-millionaire, a $50,000 judgment against you might not be that big of a deal. But it could be devastating for a family with a modest income, savings, and home. Before it's too late, learn the strategies you may use to safeguard your assets.

Business · March 22, 2022

In light of the pandemic, the rules and programs governing income taxes for businesses have changed multiple times over the last two years, which has caused confusion and headaches for more than a few business owners. And while many of the pandemic-inspired programs and tax breaks have already ended or will end soon, a few of these programs still stand to impact your taxes in 2021.

Estate Planning · February 04, 2022

Life insurance is a key component of your family’s estate plan, offering those who depend on you for their financial security a safety net in the event of your death. Whether those dependents include your spouse, children, aging parents, business associates, or all of the above, investing in life insurance is a way to say “I love you” and make certain that when you pass away, the people you love will have a reliable source of financial support to count on.