estate planning

Estate Planning & Trusts: Protecting What Matters Most

Estate Planning & Trusts: Protecting What Matters Most

When we hear the term estate planning, we often think of wills or maybe a financial to-do list for the later stages of life. But estate planning is about more than just deciding who gets what—it's about protecting your legacy, ensuring your loved ones are cared for and keeping your financial life in order no matter what the future holds.

Spring Cleaning: For Your Home, Your Yard and Your Finances

Spring Cleaning: For Your Home, Your Yard and Your Finances

There is something about spring that inspires us to shake off the dust, open the windows, and get everything in order. But while you’re decluttering closets and scrubbing baseboards, don’t forget—your finances deserve a seasonal refresh, too.

Death of a Family Member Checklist

Death of a Family Member Checklist

Losing a loved one can be a difficult experience. Yet, during this time, you must complete a variety of tasks and make important financial decisions. You may need to make final arrangements, notify various businesses and government agencies, settle the individual's estate, and provide for your own financial security. The following checklist may help guide you through the matters that must be attended to upon the death of a family member.

Estate Planning: An Introduction

Estate Planning: An Introduction

By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs.