Estate Planning

Estate planning is when you make a plan for what will happen to your money and property after you die. For example, you can decide who will get your house, or how your money will be used to help your family.

Learn more about estate planning from our financial advisors below.

February 13, 2019

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Most people who choose to prepare advance directives do so to remove any doubt of their wishes in the event of a situation where they may be deemed unable to. . .
February 13, 2019

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Estate Planning is the way to ensure that your assets and property are dealt with in the manner that you choose, even after your death. Along with a will, living. . .
January 31, 2019

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Joint ownership can be helpful as well as hurtful Joint Ownership: Does it make sense for you? Joint ownership of assets is a way for two or more people to. . .

January 23, 2019

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Learn How to Better Run Your Business with These Tips What is one of the top least favorite activities for small business owners? If you guessed litigation, then you would. . .

January 23, 2019

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Use the Grant Process to Help Your Small Business For many enterprising individuals thinking of starting a small business, but lacking the financial support, small business grants look, at first. . .

January 16, 2019

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To Roth or not to Roth, that is the question Most people are very well aware of the benefits of building a retirement nest egg using a Roth IRA. One. . .

January 16, 2019

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What was meant as the savior of the uninsured and those who cannot afford health insurance, ACA, is in trouble. The trouble is not finding folks who need and want. . .

January 9, 2019

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Life after the memorial: 9 things every widow MUST do in order to protect her financial well-being Losing a spouse is difficult at any age, but it is particularly devastating. . .

December 16, 2018

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What’s in a name? A lot if that name is a beneficiary of your annuity. Your annuity fund has the possibility of becoming a significant financial asset, one that can. . .

August 21, 2018

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As a child, I remember well my mother taking me to the bank in our small town. The bank was more than a place for money; it was a center. . .

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