When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
3 Estate Challenges for Blended Families
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.