• Wills: The cornerstone of your estate plan

    If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital.

  • Don’t procrastinate - establish your will

    Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.

  • Why use life insurance in estate planning

    Conversations about estate-tax planning and life insurance often go hand-in-hand. Why? Because life insurance can be a way to help loved ones pay for estate taxes, as well as to provide estate liquidity. Even when an estate wouldn’t owe any federal estate taxes, life insurance can play a useful role in your overall financial-and-estate plan.

  • Moving forward financially after the loss of a spouse

    The loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies, women are more likely to face this situation.

  • Translating goals into action

    Creating an estate plan may seem like a difficult and complex undertaking. But if you approach the task in steps, you will find you can transform your financial goals into an action plan that will help protect your family’s financial future.

  • A family conversation on estate planning

    Estate planning forces you to accept the inevitability of your own demise, as well as the possibility of your eventual incapacity or disability. Then, as if that weren’t enough of a challenge, you’re often met with a confusing maze of jargon and decisions to make that can leave you frozen in your tracks—with documents unfinished, accounts incorrectly titled, and trusts unfunded.

  • Trust basics

    Their power is in their versatility--many types of trusts exist, each designed for a specific purpose.

  • Estate planning for procrastinators

    Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.

  • Protecting the value of your business for the next generation

    Financial Planner, Mike Repak, discusses some common issues that can affect a business when an owner dies.

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