Tag:

estate planning

will writing
A will is a legal document clearly stating how your assets are distributed after your passing. One of the benefits is it prevents serious disputes and disharmony within the family. Read on to find out why you must write a will.
1 Dec 2020

Estate Planning

financial checklist before the year ends
With so many great promotions at the year-end a little retail therapy won't hurt, right? Don't make the mistake of overspending that you forget to pay yourself first. Here are 6 financial to-dos to keep your finances in check.
17 Dec 2019

Insurance

Estate Plan, Living Will, and Healthcare Power of Attorney documents
Estate planning – one of the most important aspects of financial planning that may often be overlooked by seniors and younger people alike.
4 Mar 2019

Estate Planning