Last week we looked at four different ways to lower your tax liability for 2023, from adjusting your tax withholding to strategically...

August is National Make-A-Will Month and you may have received an advertisement in your inbox or mailbox from AARP or the American Red...

As the need for affordable legal services becomes even more important in today’s world, it's common to opt for group legal insurance...

Last week, we started to explore 10 life changes that might affect your estate plan. This week, we’re covering five more life events that...

Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after....

July is National Family Reunion Month and the perfect time to reconnect with family from near and far, share life’s updates, and...

Including a Trust as part of your estate plan is a smart decision. It allows you to avoid probate, maintain privacy, and distribute your...