Giving Your IRA to Loved Ones? Think Carefully
While IRAs are excellent vehicles for accumulating assets to enjoy in retirement, they are a far less attractive way to pass an inheritance to loved ones. You may be surprised to discover why. Read More
Estate Planning for Kids
Becoming a parent means doing everything you can to love and protect your children. This article shares the significance of creating a safety net for them through estate planning. Read More
3 Big Reasons Why You Need a Will
A will is the foundation of an estate plan, and yet our research* shows that only 1 in 3 Americans have this important document. In this article we share three reasons why having a will in place is essential. Read More