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Category: Estate Planning

What Does an Estate Planner Do?

Estate planning is an essential part of your financial life as you age. But what does an estate planner really help you with in regards to your end of life planning? Let’s take a look

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3 Major Tasks in Estate Planning

You might not think estate planning is something you need to do until you are older, but if you have family, a home, or any sort of savings, it’s an important plan to put in

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The Different Types of Trusts

Having a Will or a Trust is a key component of estate planning—how much do you know about trusts and what they can do for you? Trust: Defined A trust is a legal document that

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When Do I Need to Worry About a Will?

Having a Will in place prior to your passing can save your loved ones money, months in court, headaches, confusion, and unnecessary stress. So, what is involved in drafting a Will, and when is a

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How Do I Calculate My Assets?

Your assets are, simply put, everything you have of value. To calculate your assets, you’ll want to add up the value of these things, and to determine your net worth you’ll need to subtract your

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