Key Legal Documents for Your Estate
What are the base-level documents to help manage your estate, and what are the more advanced materials? This article will outline the levels of estate management.
The Great Wealth Transfer
Baby boomers are preparing to pass nearly $70 trillion to their children. Creating an estate strategy will help you manage the process and prepare your family.
When Your Adult Children Move Home
Nearly 60% of young adults live with their parents. While it may be great to have family close to home, it’s a good idea to understand the financial trade-offs.
Does It Make Sense to Self-Insure?
One benefit to self-insurance is that you can pocket money that you have paid in insurance premiums. Learn more about whether self-insurance is a concept you’d like to explore further with your financial adviser.
