News & Resources: Blog

Avoid These Common Mistakes by Regularly Reviewing Your Estate Plan

Most Americans believe estate planning is a one-time task that, once completed, can be filed away until their deaths. However, without being aware of the potential impact, people will make gifts during their lifetime or change listed beneficiaries on accounts which can have enormous unintended consequences on their will or trust. Review your estate plan […]

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Special Needs Planning: What You Need To Know

Enabling the Disabled Families can carefully manage their money to meet disability rules while still providing perks to the disabled individual. Family money can be carefully managed to fit the disability-benefit rules and still provide additional perks for the disabled person to enjoy. And, though the rules can be strict, disabled people are still permitted […]

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