Am I Too Young to Start Thinking About Estate Planning?

After taking inventory of your possessions, including your home, vehicle, stocks, life insurance policies, etc., there are many steps you will need to take to protect these assets — and yourself. There are many steps and documents that advisors will suggest you put into place immediately for your protection.

Read More »

How Do I Include Retirement Accounts in Estate Planning?

While most estate planning focuses on physical property, like your home, and liquid assets, such as investment accounts, retirement plans can actually make up a large portion of one’s estate. Due to the specific tax rules governing these assets at death, you must plan carefully to ensure these funds are integrated properly into your estate distribution plans and tax savings strategies.

Read More »