The Importance of a Fiduciary

The Importance of a Fiduciary

You’ve taken great care, been disciplined in your spending and saving, and worked hard to get where you are today. Now, it’s time to start considering a financial planner – someone who can help you direct and optimize your wealth for the long term. As you begin...
Do You Need a Will or Trust?

Do You Need a Will or Trust?

A surprising number of Americans don’t have an estate plan at all.  They don’t have a will, a trust, or any other estate planning documents in place.  This is by itself a tragedy for the survivors who are left behind.  It is hard enough to lose a loved one, but to be...
Why You Need a Living Will

Why You Need a Living Will

What would happen if you needed emergency medical care and you could not make decisions about your care or communicate your wishes?  Who would speak for you?  Who would make critical health care decisions that would be in your best interest? Do you have a will? An...