by Katie Brown | Feb 13, 2025 | General, News
Estate Planning and 529 Plans When you contribute to a 529 plan, you’ll not only help your child, grandchild, or other loved one pay for school, but you’ll also remove money from your taxable estate. This will help you minimize your tax liability and...
by Katie Brown | Jan 9, 2025 | General
Wills: The Cornerstone of Your Estate Plan If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the...
by Katie Brown | Sep 19, 2024 | General, Insurance
Should You Buy Long-Term Care Insurance? The longer you live, the greater the chances you’ll need some form of long-term care. If you’re concerned about protecting your assets and maintaining your financial independence in your later years, long-term care...
by Katie Brown | Sep 12, 2024 | General, Insurance
Life Insurance and Estate Planning Life insurance has come a long way since the days when it was known as burial insurance and used mainly to pay for funeral expenses. Today, life insurance is a crucial part of many estate plans. You can use it to leave much-needed...
by Katie Brown | Jun 27, 2024 | General, Insurance, Retirement
Facing the Possibility of Incapacity Incapacity means that you are either mentally or physically unable to take care of yourself or your day-to-day affairs. Incapacity can result from serious physical injury, mental or physical illness, advancing age, and alcohol or...
Best-In-State Wealth Management Teams (2025 & 2026) 