Trust Takeaways

An estate plan is only as effective as your ability to inform others of what’s in it.

We often receive inquiries from people who know — or perhaps just suspect — they’re named in the trust but have no idea what they will receive or ... CONTINUE READING

Do You Need a Health Care Proxy?

It can be difficult to think about, but imagine being rushed to the hospital after a sudden accident. You’re unconscious and unable to speak. Do you know who will make critical decisions on your behalf? This is the role of a surrogate decision-maker. If you haven’t created a health care power of attorney naming a health care proxy, default surrogate decision-making will come into play ... CONTINUE READING

Budget Smarter, Not Harder

Budgeting isn’t the most exciting thing in the world, but it’s vital if you want to reach your financial goals. Whether trying to break free from the paycheck-to-paycheck cycle, saving for a dream vacation, or keeping yourself from impulse-buying, the right app can make all the difference. Thankfully, budgeting apps have come a long way ... CONTINUE READING

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