5 Tips to Avoid Email Scams This Tax Season
(BPT) – Email phishing scams and attempts to steal your information are on the rise as the April 15 tax filing deadline nears, so how can you avoid falling …
Articles
5 Common Myths About Wills and Probate
Most of us don’t know a lot about the law of wills, trusts, or probate–after all, they’re topics none of us really want to deal with. But we should …
Retirement planning: How ‘life’ gets in the way and how to overcome the obstacles
Retirement planning and estate planning go hand in hand. A solid retirement plan plan lays the foundation for a sound estate plan. But if you’re like many Americans, retirement …
Using a Trust to Pay for Long Term Care
There are many different ways to pay for long term care. One financial instrument that can be used is a trust. A trust is a legal entity that allows …
Are You Saving Enough for Retirement?
Retirement planning and estate planning go hand in hand. Funds you have saved that you don’t need in retirement will most likely go to your heirs or beneficiaries of …