skip to Main Content

Estate Planning for Nontraditional Families

The practice of estate planning is evolving due to changing family structures. As recently as thirty years ago, a traditional family comprised a husband and wife who married young, purchased a home, had children, and worked toward financial stability and…

Read more

How to Avoid Mistakes With Beneficiaries

Most likely, you have a beneficiary, as beneficiary designations are common in retirement accounts, wills, and trusts. A beneficiary is an individual (or legal entity) to receive the proceeds from a financial product or vehicle when the owner passes away.…

Read more
Back To Top