Wills: The Cornerstone of Your Estate Plan

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...

Facing the Possibility of Incapacity

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...

Trust Basics

by Katie Brown | Jun 21, 2024 | General, Retirement

Trust Basics Whether you’re seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility — many types of trusts...

Asset Protection in Estate Planning

by Katie Brown | Jun 14, 2024 | General, Retirement

Asset Protection in Estate Planning You’re beginning to accumulate substantial wealth, but you worry about protecting it from future potential creditors. Whether your concern is for your personal assets or your business, various tools exist to keep your property...

Estate Planning: An Introduction

by Katie Brown | Jun 7, 2024 | General, Retirement

Estate Planning: An Introduction By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what...