Common Estate Planning Mistakes to Avoid
Your legacy is important for both you and your family, so don't wait until the last minute to strategize. Here are 6 ways to avoid common estate planning mistakes.
Smart Money™ Insights
5 Key Takeaways from the “Big Beautiful Bill”: What It Means for Your Wealth Plan
Safeguard Your Digital Estate
This post will explain what a digital estate is and why it’s important to protect it as you would other assets.
Do You Have to File Taxes For A Loved One Who Has Passed Away?
This blog will be about filing a final tax return for a loved one who has passed away. It includes information that the person filing will need and discusses how to make the process easier.