News

The volatile markets, along with the current pandemic that we find ourselves in, creates an opportunity to revisit both estate planning and financial planning for your family.

Many people assume that a basic estate plan means having a will. In reality, a well designed estate plan includes provisions allowing your family access or control of your assets should you become unable to do so yourself.

Although charitable giving is not the first thing that comes to mind when people begin their estate planning, most people do want to use their money to help change the world.

Estate planning is not a topic that many people want to think about but it's an important part of your life plan.

It is estimated that more than half of U.S. families are remarried or re-coupled.  If you are in this category you should take specific steps to protect your assets and your family.