You may have heard about legal battles among high-income individuals over the estate of deceased relatives, mentioning terms like wills, trusts, beneficiaries and trustees. While it might seem that these situations only occur with wealthy families, such disputes can...
Three Decades Of Experience To Guide You
Estate Planning
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How often should you update your estate plan?
Creating an estate plan is a critical part of life. It ensures you protect what you own and plan for the future. However, many overlook the importance of reviewing and updating their estate plans regularly. Life changes One of the most common reasons to update your...
Life insurance: Protecting your legacy and your loved ones’ future
You've worked hard to build a secure life for yourself and your family. You own a home, have retirement savings and maybe even a few cherished possessions you'd like to pass down. But what happens if you're no longer there to provide financially? Unexpected events can...