Choosing the Ideal Trust for Your Wishes

Choosing the Ideal Trust for Your Wishes

Apr 8, 2025 | News

Choosing the Ideal Trust for Your Wishes The term estate may bring to mind mansions, vast fortunes, and a level of wealth that many people do not possess. This misconception may lead to the false impression that estate planning is only for the rich and famous,...
Beneficiary and Transfer On Death Designations

Beneficiary and Transfer On Death Designations

Apr 8, 2025 | News

Beneficiary and Transfer-on-Death Designations: Are You Doing It Right? Do you know which of your accounts have beneficiary designations, sometimes called transfer-on-death (TOD) or payable-on-death (POD) designations? Have you updated them recently? Are you aware of...
Is Outright Distribution the Perfect Fit for Your Loved Ones

Is Outright Distribution the Perfect Fit for Your Loved Ones

Apr 8, 2025 | News

Although Americans are living longer and spending more time—and money—in retirement, many parents intend to leave an inheritance to their children. The exact amount can vary greatly depending on individual circumstances and wealth levels, but even a small inheritance...
Ensure Your Loved Ones Call the Right Doctor

Ensure Your Loved Ones Call the Right Doctor

Mar 21, 2025 | eNewsletter Articles, News

Now that we are in March, we are well past the point at which most of us have abandoned our New Year’s resolutions. As in previous years, improving physical health ranked among the top goals that Americans set for themselves in 2025.[1] But while goals like losing...
Who Is Part of Your Professional Team

Who Is Part of Your Professional Team

Mar 21, 2025 | eNewsletter Articles, News

If you are like most Americans, you have at least one to-do list. You might also use lists when you are shopping, brainstorming, setting goals, and planning for events. To-do lists, grocery lists, bucket lists . . . the list goes on. However, there is one crucial list...
Net Worth: Do You Know What You Own

Net Worth: Do You Know What You Own

Mar 21, 2025 | eNewsletter Articles, News

Americans’ median household net worth (meaning half the households have more and half the households have less) is around $193,000, while the average net worth is just over $1 million, according to the Federal Reserve, the central bank of the United States.[1] The...