January 14, 2020

The SECURE Act’s Impact On Estate and Retirement Planning—Part 1

On January 1, 2020, the Setting Every Community Up for […]
January 8, 2020

Avoid These 4 Mistakes When Naming Life Insurance Beneficiaries

Investing in life insurance is a foundational part of estate […]
January 2, 2020

5 Steps For Adding Digital Assets To Your Estate Plan

Although digital technology has made many aspects of our lives […]
December 18, 2019

Don’t Let Your Kids Move Out Without Signing These Documents

Watching your kids leave home to attend college or start […]
December 11, 2019

Buyer Beware: The Hidden Dangers of DIY Estate Planning—Part 2

A couple of weeks ago, we shared the first part […]
December 3, 2019

4 Tips For Discussing Estate Planning With Your Family This Holiday Season

As we head into the peak of the holiday season, […]