Fundamentals of
Estate Planning
It is better to face the discomfort of our mortality and make sure everything is up to date and in order. With your estate checked off your list, you can rest assured, that in an unthinkable situation, you and your family will be covered.
The Birth of a Grandchild
The arrival of the next generation is also a good time to plan for your (and their future). In this whitepaper, we will go over different ways to gift, save, and set aside for your grandchildren.
The Importance of Designating Beneficiaries
Life can get hectic, we know, and the to-do list seems to be endlessly growing. One item that is easy to forget but vitally important, is having up-to-date beneficiaries for your IRA and other retirement plan assets.
What to Consider in Your Charitable Giving Plan
Congratulations! You’ve decided to give to a charity or non-profit. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.
Making the Transition
to Retired Life
After all the years of working and saving and planning, you’ve made it. Retirement. Now, the challenge will be taking the fantasy into reality. Let’s go over few important steps to help you transition into this new stage.