Financial Advisor Insights

3 Things You Should Know About Your Parents' Estate Plan

Estate planning discussions are seldom had between loved ones. And understandably so - asking your spouse or parents to discuss their own mortality isn't exactly a conversation many of us have over […]

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8 Common Misconceptions About Trusts

by Kristin McFarland, CFP® on January 10, 2018 in Estate planning, Trusts

Although many Americans are familiar with the broad concept of a trust, there are numerous misconceptions about what they are, who they're for, and the benefits they can - and cannot - provide. One […]

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Should I Put My House in a Living Trust?

by Kristin McFarland, CFP® on June 21, 2017 in Estate planning

Why put your home in a trust? There is one main reason: to avoid the probate process. There can sometimes be confusion that a living trust offers asset protection from creditors, or may remove the […]

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What to Do After Receiving an Inheritance

If a loved one has passed and you're expecting to receive an inheritance, you may have a number of questions about the process; such as is an inheritance taxable and what to do after receiving an […]

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Does an Inheritance Go Through Probate?

What is probate and why should you try to avoid it? Whether an inheritance will go through probate or bypass the process will depend on the type of asset - not whether the decedent had a will. Having […]

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Should I Set up a Pet Trust?

For many Americans, pets are members of the family. However, many pet parents aren’t aware they can actually set up a pet trust in order to ensure their animals are cared for if they pass away. The […]

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Five Benefits of Setting up a Trust

As your wealth builds, you’re likely weighing the decision about whether to set up a trust. While trusts have the reputation of only being used for vast fortunes, they can be a very useful estate […]

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