If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
Estate planning is an important part of protecting yourself and your loved ones in the event you are unable to make important decisions for yourself. Make sure to review these 4 areas of your plan.
A power of attorney document can bring relief and preparedness to your financial life - but there are a few considerations to make before signing.
We all know we need a will so that our affairs will be in order and our last wishes carried out once we have passed on. But did you know you have options when it comes to creating a will?
Discussing an estate plan is no walk in the park, but it may be easier to address when you think about what it truly is - the gift of passing on a legacy in a tax-efficient manner to your loved ones.