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Pregnancy and estate planning tips

You're pregnant? Congratulations! Now that you know that you're expecting, it's likely that you have a long list of things to do so that you are fully prepared for the new addition to your family, from nesting in the home to preparing for hospital appointments. One...

Is it time to update your estate plan?

Creating an estate plan is a big step forward. Not only does it protect your estate and loved ones upon your death, but it can benefit you and your family in many ways while you’re alive. While creating your first estate plan is an accomplishment in its own right,...

Examples of 3 different types of trusts

Trusts are one of the most valuable tools you have when creating an estate plan. They give you more control and the ability to dictate exactly how the assets you own move down to your heirs. A will allows you to say who gets what, but that’s about all it does. A trust...