Our Insights

A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.

Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.

You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.

Collecting valuables is a hobby that many people enjoy. But to properly protect your collectibles, follow these 5 steps.

With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.

Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.

If you know that you want to leave behind money or assets for your family members, is it better to give a gift while you are still living or an inheritance after death?

Celebrities are just like us - meaning when they die without a proper will in place, things can get complicated. Here's a reminder about the importance of having a will, no matter your net worth.

A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.

You've heard of the SECURE Act - but do you know how it could be affecting your own retirement? We're discussing two big changes and what you need to know now.

Knowing how to handle details like timing and amount can be confusing when purchasing family life insurance. Make sure your family understands these life insurance mistakes and how to avoid them.

Should you take a do-it-yourself approach to making your will - or is it better to leave it to the professionals?

Buying a life insurance policy is a substantial first step in creating a financial sound future for your family. However, the benefits of your policy can be just as effective during your life. Explore how your life insurance policy can help create a strategic cash flow plan for college or retirement.

Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.

Thinking about opening an IRA? It's important to understand the differences and benefits of a Self-Directed IRA vs a Traditional IRA.

You know a life insurance policy is an important part of your well-rounded financial plan. Here's what to look for when comparing policies.