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Estate Planning

What role do trusts have in estate planning?

Estate planning’s primary goal is for you to pass down assets to your beneficiaries. While many people don’t think about this aspect of estate planning, finding options to ensure as much as possible finds its way to them is crucial.  Certain estate planning options,...

What is a financial power of attorney?

Life is unpredictable, and circumstances can change instantly, leaving you unable to manage your financial affairs. Having someone trustworthy to handle your finances if you become incapacitated is critical. A financial power of attorney is a legal document that...

3 key parts of an estate plan

Are you considering making an estate plan? An estate plan can help direct how your assets are handled after your passing. Before you make an estate plan, it can help to learn what you should include:  1. A will The most basic document of an estate plan is the will. A...