Estate Planning FAQs, Part 2 of 2: On How to Handle Your Assets

Estate planning doesn’t have to be overwhelming. Grasping a few key concepts can make all the difference for your family’s future. Read more.

Estate PlanningErica EndykeDecember 12, 2024asset management, assetsprotection, assets, estateplanning, livingtrust, will, estateplan, assetsmanagement

Estate Planning FAQs, Part 1 of 2: Managing Your Assets

Knowing how your accounts are titled and who can access them isn’t just a matter of convenience—it’s key to making sure your assets pass seamlessly to your loved ones and stay safeguarded against potential risks. So, how do you get it right? Read more.

Estate PlanningErica EndykeDecember 6, 2024asset protection, asset management, estateplanning, estate planning, transfer on death, payable on death, retirement account

10 Essential Steps to Ensure a Comfortable Retirement: Part 1

Retirement marks the beginning of an exciting new chapter in life, far beyond just the end of your working years. Thoughtful preparation and strategic planning are essential. During this Older Americans Awareness Month, discover five practical steps you can take now to ensure a comfortable and fulfilling retirement. Read more.

Retirement PlanningErica EndykeMay 14, 2024retirement planning, retirement, asset management, asset transfer, long term care, generational wealth, educational trust, legacyplanning, family values, family history, family, retirement plan

Estate Planning Pitfalls - 3 Mistakes That Could Make Your Estate Plan Worthless

Did you forget any of these critical financial steps when you created a Trust? Be sure to read this week’s blog to learn why proper funding of your Trust is essential to making it work! Read more.