Financial Advisor Insights

That's Terrible...But It Would Never Happen To Me: Real Life Estate Planning Nightmares

Estate planning is the process of preparing wills and other legal documents to distribute your assets and make arrangements for your wishes to be carried out in the event of your death or […]

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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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