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Age with Grace: Digital Payment Options
“Cash, check, or charge?” used to be the standard question when making a purchase. But today, there are more options like PayPal®,…
Is a Life Estate Deed the Best Way to Avoid Probate?
Many people want to avoid probate. Probate is the complex, time-consuming, and costly legal process to distribute someone’s assets to their heirs…
Charitable Planning: Testamentary Gifts
One of the amazing things about estate planning is that it is 100% customizable to you and your needs. This is one…
Inheritance Planning: Family Heirlooms
Although numerous people think that estate planning revolves around the monetary assets that an individual may have, it is important to keep…
Inheritance Planning: Life Insurance
Life insurance is an expense that many Americans pay throughout the course of their life. When you purchase life insurance, it is…
Preparing for Retirement
Every day, there are countless Americans who come to a point in their life where they are ready to retire. Although this…
Age with Grace Series: Stay a Step Ahead of Scammers
Getting scammed can happen to anyone. Many Millennials and GenZs have fallen victim to the CEO-gift card scam at work. That particular…
Joint Accounts with Your Child: Is It Right for You?
In a joint account, each account owner has the right to manage the account entirely, including depositing or withdrawing funds. For seniors,…
Estate Planning Tips for Your College-Bound Kids
Back-to-school season used to mean shopping for detailed school-supply lists, attending family ice-cream socials, completing endless forms . . . and then…
Charitable Planning Is a Two-Way Street
Many of us find satisfaction and purpose in volunteering our time and expertise or donating to worthy causes during our lifetimes. With…
