Choosing an executor or trustee for your estate plan is a critical decision that can have significant implications for the distribution of your wealth and the legacy you leave behind. Indeed, your choice of executor…
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5 Essential Estate Planning Documents to Consider No Matter Your Net Worth or Stage of Life
In this blog article, we’ll explore the importance of having an estate plan, as well as the essential estate planning documents everyone should consider creating. There are many reasons people avoid estate planning. Some believe…
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The Year-End Financial Checklist All Families Need
A growing number of Americans overestimate their financial literacy. With so many in the dark, it’s no surprise that 77% of Americans feel anxious about their financial situation. Confusion surrounding budgets, bills, and bank accounts…
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What’s A Family Mission Statement and How To Write One
A shocking 70%-80% of Americans consider their families dysfunctional. Why does such a large majority of the population struggle to get along with those closest to them? Disagreement sources can vary from miscommunication to financial…
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What You Need To Know Before Loaning Money To Family and Friends
Close relationships can affect your financial decisions, and sometimes, not for the better. A Bankrate survey found that nearly half of people who helped a loved one financially experienced a “bad” outcome—lost money, a damaged…
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