A Trust versus A Will: What’s the Difference?
March 6, 2024
Trusts and wills are two of the most common estate planning documents used to provide for a family’s long-term financial security. Though superficially similar, they
Tag: Last Will and Testament
A Sample Checklist of What goes into a Will
March 6, 2024
Here is a basic checklist of items that could go into a will: Personal Information: Name and address of the testator (the person making the
Ideas for talking to your partner about saving for emergencies
June 20, 2023
Discover the importance of having an emergency fund and how to discuss saving for emergencies with your partner. Build financial security and peace of mind together.
Creating a Will: A Guide for Beginners
March 17, 2023
A will is a legal document that outlines how you would like your assets and property to be distributed after you pass away. Creating a
Advance Care Planning Terms
December 15, 2022
Advance care planning (ACP) is a process of discussing and documenting an individual’s future healthcare preferences and decisions. ACP involves identifying and discussing medical treatments
Choosing Witnesses for Your Will
December 7, 2022
A will is a legal document that outlines how you would like your assets to be distributed after you pass away. It’s an essential tool
