Learn how to support seniors’ financial success and continued independence by reading our blog articles.
There are many things that need to be considered when choosing between a joint or separate trust for married couples. Although one option may seem more suitable, factors such as the state in which the couple resides, the total of … Read More
Are you and your spouse considering a joint will? Joint wills are a great option if you and your partner are looking for financial stability. After learning about joint wills, it may help you decide if this is the right … Read More
You and your spouse may be committed to one another, but that doesn’t mean that you shouldn’t have your own documentation. We share some of the items that each spouse should have. A Will A Trust A Power of Attorney … Read More
When you decide it’s the right time to make a will or partake in estate planning with your significant other, you should take the time to consider your options. We advise you to sit down with your partner and discuss … Read More
Although you may be close to your parents, talking about their plans after their passing can be a hard and awkward conversation to have. To help move this conversation along, we wanted to share some tips to make it run … Read More