What is Family Wealth Counseling and Why Should I Care?
Family wealth counseling is a different approach to estate and financial planning that has emerged over the past several years.
Read MoreEstate Planning
5 Mistakes to Avoid in Beneficiary Designations
Naming a beneficiary can be an easy way to ensure your loved ones will receive their inheritance directly without waiting until the rest of your estate has settled. But beneficiary designations can also be problematic so you should make sure they are correct since mistakes can be costly. Here are five critical mistakes to avoid when dealing with your beneficiary designations.
Read More
Differences Between Financial Planning and Estate Planning
If you are new to financial services you may be asking yourself if there is a difference between financial planning and estate planning. They may sound similar but they are vastly different. Let’s go over the differences and answer some questions you may have.
Read More
Digital Assets – What Are They and Why Do They Matter?
Digital assets – what are they? Why do they matter? How are they handled by an estate? Here are some ideas to protect your digital assets after you’re gone.
Read More
4 Important Reasons to Prepare a Family Love Letter
When a spouse or partner passes away, it can be a traumatic event. Whether it was expected due to a long illness, or sudden and unexplainable, family and friends will experience grief.
Read More