Wealthy or Not, Your Estate Matters

Wealthy or Not, Your Estate Matters

June 2 2021 1:00 PM EST with Paula M. Jones The word “estate” is usually associated with high-net-worth individuals. But the truth is estate planning is a must-do for everyone, regardless of income or age. In this webinar, estate attorney Paula Jones will...

On the 12 Days of Christmas

by Susan HirshmanAs I was driving the other day, the song … On the twelve days of Christmas my true love gave to me….came on the radio.  It made me think – who really is our true love and what is it really that we want.Who really is our true...

Writing Your Will

by Stacy Francis, CFP®, CDFAI facilitated a workshop at a conference last week, on the topic of wills 200 men and women attended my session. Considering how many attendees the conference had, which was over 5,000, I was shocked to see how few took an interest in...

What Are Living Trusts and How Do They Work?

by Stacy Francis, CFP®, CDFADuring a charity dinner last night, one of the women mentioned that she and her husband are drafting a trust. The discussion then went from wills to trusts and back to wills again as the other people at the table tried to grasp the...