Can You Fund a Trust with Life Insurance?
July 15, 2025
Life insurance is more than a safety net – it can also be a tool to grow and protect wealth when paired with trust planning.
Late in Life Marriages Require Estate and Financial Planning
June 12, 2025
People over 65 who remarry after a death or divorce can face thorny financial questions—especially when it comes to adult children and inheritances.
How Much Life Insurance Do Young Families Need?
May 27, 2025
For young families, life insurance provides financial security during the most vulnerable years—calculating the right coverage is essential for protecting those who depend on you most.
An Estate Plan Can Say, ‘I Love You’ More than Flowers
March 18, 2025
Planning, whether it’s related to creating a special day or evening for someone or their future, is one of the greatest expressions of a person’s love.
Estate Planning 101: What You Need to Know
November 4, 2024
Let’s hope you have a will and have named a power of attorney for finances and health care.
Stay-at-Home Parents Need an Estate Plan
June 20, 2024
However, stay-at-home parents often are overlooked, although they generally need the most intentional planning because of the many roles that they have within the home.
Estate Planning for Young Adults: Navigating Your Future with Confidence
March 13, 2024
Estate planning isn’t just for the elderly or the wealthy. Find out why young adults must start their estate planning early and what documents they should include.
Life Insurance and Estate Planning
February 7, 2024
Life insurance is a pivotal component of a comprehensive estate plan. Integrating life insurance policies into estate planning can provide financial security for your heirs and ensure that your estate is distributed according to your wishes. When used effectively, life insurance can…
Strategies to Build and Preserve Generational Wealth
December 11, 2023
Generational wealth is a topic of immense importance. It represents the financial legacy one generation leaves for the next, enabling families to build a stable foundation for their descendants. However, preserving this wealth for future generations requires careful planning and management. This article delves into the intricacies of preserving generational wealth and the strategies wealthy families employ to ensure that their assets last for generations. What Is Generational Wealth? Generational wealth refers to assets passed down from one generation to the next. This can include property, money, stocks, businesses and other valuable resources. Many wealthy families aim to grow their…
When Should You Update Your Estate Plan?
December 5, 2023
From the birth of a child to a newfound charitable drive, these are the instances in which an alteration to your estate plan is critical.