Estate Planning & Insurance

Giving Tuesday 2019
’Tis the Season for Gifting – Giving Tuesday 2019 Edition
Three simple charitable donation strategies to consider this Giving Tuesday (or before the end of the year) What better day than Giving Tuesday to re-run our charitable gifting blog from December 2018? Continue reading below to see three simple ways...
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Can you Name a Beneficiary on Real Estate?
Earlier this year we wrote a blog on the importance of estate planning. The purpose of today’s post is to focus on one specific aspect of that topic – beneficiary designations. Naming beneficiaries on your assets might seem like a...
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umbrella insurance
What is Umbrella Insurance? 5 Reasons You Need It NOW
Here’s something you probably already know: everybody’s suing everybody these days. So what is umbrella insurance and how does it help? No, it is not insurance for the thing that keeps your head dry when it's raining.  Umbrella insurance is a...
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do I need a will?
Do I Need a Will?
Did you know more than half of all Americans don't have a will? Right now you might be asking yourself: "do I need a will?" If so, you clearly aren't alone. The last thing most people want to think about...
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charitable gifting strategies
Charitable Gifting Strategies for the End of the Year
Four charitable gifting strategies to consider before the end of the year. As we approach the holiday season, three things always seem to remain constant. One, your stress level will probably increase. Two, your impending tax bill will start to...
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