Frequently Asked Questions
A Will is a legal document that is used in probate to distribute your assets to your beneficiaries after you die. It is also used to name a guardian and conservator to care for your minor child. Read More...
A trust is a legal document that is used to hold, manage, and distribute your money and property for your benefit (if you are incapacitated) and your beneficiaries (after you die). Read More...
An advance directive is a legal document that provides direction regarding your health care if you become incapacitated. It's also called a living will or a health care directive. Read More...
You can do well by doing good. Charitable giving rewards you in many ways. It gives you a sense of personal satisfaction, and it can save you money in transfer taxes. Read More...
Thinking about starting your own business? Important asset protection and business planning factors to consider before you make the commitment. Read More...
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Scam artists are taking advantage of people’s concerns over the coronavirus pandemic to defraud them of money.According to the Federal Trade Commission (FTC), consumers reported losing more than $3.3 billion ...
​While the pandemic may have sidelined or stalled some of your financial goals, now is a good time to regain your focus.There’s no doubt about it — last year was ...
​Saving for retirement is not easy, but using your retirement savings wisely can be just as challenging.How much of your savings can you withdraw each year?Withdraw too much and you ...
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