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The Importance of Estate Planning

You want to feel confident your wishes are respected and your loved ones are protected. Start your estate planning today and set yourself up for success.

What Type of Inheritance Are You Giving to Your Children?

What type of inheritance will you leave for your children? Your legacy matters. Plan today to support their future.

You’ve Inherited Money, Now What Should You Do?

Received an inheritance recently? Let us guide you through the process and help you make the most of your newfound wealth.

If Widowhood Happened Tomorrow, Would You Be Prepared?

Are you financially equipped for the unexpected? Learn how to prepare yourself in the face of widowhood.

8 Estate Planning Myths to Rethink

With Fall in full swing, did you know it's National Estate Planning Awareness Month? If you've made assumptions about the estate planning process in the past, check out these 8 myths debunked.

WHEN ASSETS GET A ½ STEP-UP IN COST BASIS

Many people are aware that when the owner of a taxable asset passes away, the party that inherits that asset do so at a stepped-up cost basis.