Estate Planning Questions for Parents
4 Questions Adult Children Should Ask Their Parents Over the Holidays It’s beginning to look a lot like Thanksgiving . . . and [...]
Everything You Need to Know About Trusts
You may have heard the term discussed in financial advising or estate planning conversations, but what exactly is a trust? In the most basic [...]
Charitable Giving: What to Do Before You Donate
Making a charitable gift can be a fulfilling experience, but before you donate, it’s wise to do a little research. Taking the time to [...]
Inheriting Debt from a Family Member
Thinking about a loved one’s outstanding debt is the last thing on anyone’s mind when a family member passes away. Unfortunately, many people find [...]
Do I Need Estate Planning?
Everyone needs an estate plan, no matter the size of the estate. Not only does this plan help carry out your wishes after your [...]
Charitable Gifting
Strategies for the Season of Giving For many, the holidays are a time for giving back, whether by donating to a favorite charity or [...]
Estate Planning for LGBTQ+ Married Couples
On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex couples to marry and [...]