Four Important Financial Items to Review Regularly

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There are certain times in life where it’s good to re-group and re-examine things. Most people tend to make New Year’s resolutions and people join a gym or start a new diet. Perhaps, you are starting a new job, getting married, buying a house, or relocating. These are four essential items that should be reviewed when someone is going through …

Four Common Oversights in an Estate Plan

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Hopefully, you have a customized estate plan for you and your family already established.  Whether it is a will, trust, or a beneficiary contract structure, there is no one right plan for every family.  Yet, regardless of the estate plan you have, there are some common oversights it is important to be aware of. DIY Will: Many people love do-it-yourself …