Around the time we reach middle age, we start to form a picture of how we want our golden years to look. Most of us envision an active, healthy older person living their best life. Traveling the world, enjoying long walks with our partner, and spending time with our children and grandchildren checks all the […]

Estate planning is one of the best ways to provide for your family when you are gone. When you have a disabled child, it’s even more important to have a plan in place before you actually need it since they will likely need ongoing assistance. While many people set up trusts to distribute funds to […]

Starting a new chapter as newlyweds is exciting, but it also comes with new responsibilities, especially when it comes to financial planning. One crucial yet often overlooked aspect is estate planning.  Creating an estate plan not only protects your assets but also ensures that your spouse is taken care of should the unexpected happen. Here […]

Have you heard about the “Great Wealth Transfer?” It’s predicted that over the next couple of decades, $84 trillion will pass from the Baby Boomer generation to Gen X and millennials. This is an opportunity to build generational wealth that will provide financial security for years to come. Unfortunately, approximately 67% of American adults don’t […]

We spend our lives building a strong financial foundation for ourselves and our loved ones. After a lifetime of accumulating assets, it’s inevitable that you want to ensure that your assets are allocated according to your wishes. Estate planning provides valuable tools to assist you in managing and disposing of your estate during your life […]