How Often Should You Update Your Will?
A will is a legal document outlining how a person’s assets and property will be distributed after death. While discussing the final wishes of a loved one (or ourselves) can feel morbid, wills are a crucial tool in any financial life planning and will ensure a...
Do I Need a Trust? Benefits of Trusts for Life Event Financing
Trusts are an increasingly popular estate-planning tool that allows one party (the trustor) to transfer assets to another party (the trustee) for the benefit of a third party (the beneficiary). Trusts can be a way to transfer assets, minimize taxes, and prepare for...
Is There a Credit Crunch Coming?
Managing Your Money is a financial video series where our team of advisors discusses relevant economic and investment topics to help you better understand the financial world.Today’s topic is on the possibility of a credit crunch and what it means for personal...
