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estate planning Articles

Why You Need A Will

James R. Cook, CFP®, RICP®

October 06, 2022

A will is an essential part of any estate plan. It is a key document for transferring your assets upon your death.

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Who will make your decisions if you are medically incapacitated?

Matthew D. Hoffman, CFP®, ChFC®

March 03, 2021

This is something that we don’t normally think about, especially if we are young and healthy.

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Demystifying the CARES Act

September 01, 2020

The Corona virus Aid, Relief, Economic Stimulus (CARES) Act is a sweeping piece of legislation passed on March 27, 2020

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estate planning Videos

Estate Planning

Estate Planning - More than just a will

May 20, 2021

This webinar explains the fundamentals of estate planning such as incapacity, gifting, and planning for death.

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