The end of the year is almost here, so it is a good time to take a look at your financial and planning goals to see if you have taken enough action to accomplish your goals for this year. Here are 5 steps to take before year-end that will keep you and your family on the path to financial security and give you some peace of mind. Make additional contributions to retirement plans For 2025, employees under 50 can contribute up to $23,500 to traditional and safe harbor 401k plans

One of the many advantages of being proactive and setting up your estate plan is having the opportunity to make a plan that matches your values. Each plan is highly personal and unique to each person. For those who want to prioritize their environmental impact, an eco-friendly estate approach can blend traditional estate planning tools — powers of attorney, wills, trusts, charitable giving — with eco-conscious choices like green burial options, environmental philanthropy, and

Most people don’t think about estate planning until life forces their hand—an unexpected illness, the loss of a loved one, or a major...

Whether you are thinking about your own estate plan or a potential inheritance you may receive from a loved one, there are some key...

Many of us have causes, organizations, or institutions that are near and dear to our hearts. We may make regular contributions to them...

When people hear the word “probate,” they often associate it with a long, drawn-out process filled with problems. While that certainly is...

With Valentine’s Day almost here and all of the expressions of love that come with it, I thought it would be worthwhile to look at the...

January can be a great time to make some changes for the year ahead! If you have retirement or college savings goals for this year,...

December is here, which is a good time to take stock of your planning before the end of the calendar year. Here are 5 steps you should...

With so many demands on our time, it can be hard to keep track of everything on our plates. Sometimes we put our planning for the future...

When people think of life insurance, they frequently imagine providing resources to replace loss of income for their family should...

If you are a parent or grandparent, you’ve most likely heard of 529 accounts. With the rising cost of college tuition, families are...

As the days of summer start to wind down, many families' attentions turn to seeing their young adult children off to college or work. And...

When making your estate plan, you want to be aware of the various taxes that come into play in relation to your estate. Depending on your...

According to the U.S. Administration for Community Living, 70 percent of people who reach the age of 65 will need some sort of long-term...

When you are a parent of minor children, you need a few extra things in your estate plan to make sure your kids are taken care of no...

A revocable living trust may make sense in your estate plan, depending on your assets and circumstances. A revocable living trust is a...

Did you know that the babysitting money your child is earning could help fund their retirement? I know that many of us with school-aged...

Possibly the most important legal document you should have in place right now is a durable power of attorney. Without one, you could...

When people think of gifts to their family or loved ones, legal documents are not usually on the top of the list. But, putting certain...