How to Use Goals to Accomplish Your Estate Planning
You can’t put together an estate plan to accomplish your intentions if you don’t know what those intentions are. While it might be hard to think through those i
When Should I Update My Power of Attorney?
Many of the same events that would prompt you to update your estate planning documents like a will should cause you to reconsider whether or not your power of a
Does a Trust Take Care of Everything in My Estate Planning?
A trust is an important tool that makes a lot of sense in its various forms for the right person. However, it is a mistake to assume that an estate planning tru
What Do Opportunity Costs Have to Do with Your Financial Plan?
Every time you make a decision in life, you’re choosing to say “yes” to one thing and “no” to all the other options available to you. That’s known as opportunit
October 19-25 is National Estate Planning Awareness Week
It is estimated that less than half of Americans have an estate plan. To increase awareness about the importance of estate planning, Congress adopted National E
Is Spending Too Much Jeopardizing Your Retirement Plan?
There are many different mistakes that you could make in the wake of saving for retirement and ensuring that you have protected your interest as you get closer