Wedding season is winding down, and if you are a newlywed or are planning to tie the knot soon, it’s time to make your first legal move as a married couple – creating an estate plan. With all the joy [...]
While it might seem simple enough to put together an estate plan online or have your tax attorney prepare your will, it can be very difficult to create an estate plan that works without the proper training and experience. What [...]
Investing in life insurance is a foundational part of estate planning, and when done right it’s a primary way to say “I love you” to your loved ones after you are gone. However, when naming your policy’s beneficiaries, several mistakes [...]
