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Categories: Estate Planning, Money Matters, Planning
Spring cleaning doesn’t just have to be for around the house. Your finances may be in need of a little spring cleanup as well. There are several important areas of your financial situation that probably need a review annually.
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Categories: Advisors, Estate Planning, Insurance, Planning
If you’ve taken steps to protect those who depend upon you – such as obtaining life insurance, writing a will, or developing a trust – give yourself a pat on the back. If you haven’t taken those steps, you should. Having a will and/or a trust helps to ensure that your hard-earned assets are distributed properly, and life insurance can help your spouse, children, and any other dependents meet their financial needs if you can’t.
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