What Are SLATs (Spousal Lifetime Access Trusts) and Who Are They For?
A Spousal Lifetime Access Trust, or SLAT, has many benefits and could be a piece of your estate plan. Learn more about what SLATs are and who they're right for.
Estate Planning Tips for Blended Families
Every family looks a little different, but no matter what your family looks like, estate planning is vital for everyone. Learn more about estate planning for blended families here!
Just Received an Inheritance? Be Aware of These 5 Tax Implications
Between state and federal regulations, discover how you can navigate inheritance tax from deductibles to gift tax.
10 Steps to Resolving Finances After a Family Death
Unraveling the financial details of someone who's deceased can be a long and difficult road. Reduce your frustration by following these 10 steps.
Top 5 Duties of an Estate Executor: And How to Carry Them Out
Being an estate executor is an important role to take on and it's important to understand your roles and responsibilities. It's not a task to take lightly but here are the top 5 duties to be aware of and what you absolutely need to know.
Stay-At-Home Parents and Life Insurance
Stay-at-home parents are invaluable, and including your stay-at-home partner in your life insurance policy is important.
Life Insurance for Young Adults: What You Need to Know
As a young adult, getting life insurance may not be at the top of your to-do list. However, life insurance is a valuable and necessary coverage to have even in your 20s and 30s.
End-of-the-Year Money Moves in 2022
Here are some things you might consider before saying goodbye to 2022.
