
The Latest: Our Blog
News, updates, and things to consider when planning for your family's future.
Kids Going Away To College?Why You Should Include Estate Planning in the Preparation
Helping your child prepare for the next phase of their life can be exciting, nerve-wracking, and a little bittersweet. Of course, there are also practical considerations. Ensure you play your role as a responsible parent by supporting them as they develop new financial habits, transition out of living at home, and plan for their future.
Your Time Is Valuable. Let’s Get a Jump Start on the Estate Planning Process
Time seems to be the one thing we can’t get enough of. This is especially true if you are one of our nurses or frontline healthcare workers. You work tirelessly caring for others and may not have much free time to work on your estate planning. If you can answer the following questions or at least think them through, you can get a jump start on the estate planning process today.
3 Reasons You Want to Avoid Probate
When you pass away, your family may need to visit a probate court to claim their inheritance. This can happen if you own property (like a house, car, bank account, investment account, or other asset) in only your name. Although having a will is a good basic form of planning, a will does not avoid probate.
