Charitable Planning: Finding Your Passion and Renewing Your Life

As social beings, people like helping others and giving back to our communities. We are innately drawn to working, living, and growing together. Today, with our busy lives and high cost of living, it can be hard to find the time and resources to invest in the...

How to Choose a Trustee

When you establish a trust, you name someone to be the trustee. A trustee does what you currently do with your financial affairs: collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate...

Estate Planning for Young Families

Many young families put off estate planning because they are young and healthy, or because they don’t think they can afford it. But even a healthy, young adult can be taken suddenly by an accident or illness. And while none of us expects to die while our family is...

Is a Revocable Living Trust Right for You?

Revocable Living Trusts have become the basic building blocks of estate plans for people of all ages, personal backgrounds, and financial situations. For some, however, a Revocable Living Trust may not be necessary to achieve their estate planning goals or may even be...

Financial Smarts Peak at 50, Here’s How to Protect Your Older Self

A recent study conducted by Texas Tech University concluded that a person’s ability to make smart financial decisions peaks at age 50. This decline was observed in both men and women, showing that both sexes are equally vulnerable to financial fraud as they age....