Planning Beyond the Will
Share While many of us know and understand the importance of having an estate plan, the basic documents often fall short. They lack the detail and clarity needed to ensure…
Continue Reading
Planning Beyond the Will
Emergency Contacts
Create your Emergency Contact List Something that everyone should have is an emergency contact list. It should be readily available to anyone staying in your home. You should also provide…
Continue Reading
Emergency Contacts
Financial Matters
Create your Financials Checklist While your will covers how to split up your assets, it doesn’t delve into the nitty gritty details of your financial picture. By giving your executor…
Continue Reading
Financial Matters
ABLE Accounts
Print Share For many years, families with disabled loved ones avoided saving money for them for fear of the benefits they’d lose. Disabled people receiving certain federal benefits had a…
Continue Reading
ABLE Accounts
The CARES Act – Updated 6/30/2020
Print Share The Coronavirus Aid, Relief, and Economic Security Act (the CARES act), which was signed into law in March this year, created an estimated $2 trillion emergency relief package…
Continue Reading
The CARES Act – Updated 6/30/2020
Finding an Advisor
Print Share According to various websites, the average person spends 13 to 15 hours researching a new car purchase, but only 6 to 8 hours researching a financial professional. For…
Continue Reading
Finding an Advisor