Legacy

You’ve spent decades saving for retirement, likely taking advantage of tax-deferred accounts like 401(k)s or traditional Individual Retirement Accounts (IRAs). These are great ways to save, but knowing the rules that come along […]

Many people believe that a trust is only for the wealthy. In reality, many families and individuals could benefit from some type of trust. The key is identifying which type […]

A little planning now can go a long way when life takes unexpected turns. That’s why we’ve put together a Spousal Succession Plan Checklist that includes some of the decisions […]