Insurance, Annuities, and Investments
Organizing your estate can feel overwhelming, but it doesn’t have to be. Taking it step by step can make all the difference.
Trusts serve far more varied purposes than many people realize, and they aren’t just for the wealthy.
Estate planning can provide peace of mind, ensuring that your assets, interests, and loved ones will be protected after you die, but it is also fertile ground for some costly mistakes.
Someday you'll have to turn over the reins to someone else. Plan for it.
Proper estate planning is vital for anyone who wishes to protect his or her assets and loved ones, but experts say it’s potentially more vital for same-sex couples and families, due in part to the passage of marriage equality laws.