Estate Planning

Do You Update Your Estate Plan as Often as Your Resume?

A resume is a snapshot of your experience, skill set, and education that provides prospective employers insight into who you are and how you will perform. Imagine not updating your resume for five, ten, or even fifteen years. Would it accurately reflect your professional abilities?

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a father helps his daughter wash her hands at the kitchen sink

Estate Planning for Families With a Stay-at-Home Parent

Most American strive to earn a decent-sized paycheck to support themselves and their families when they go to work. Stay-at-home parents, however, work to provide valuable nonfinancial contributions to their families everyday. They make sure that the home runs smoothly and that their family members

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two people's hands signing legal documents. one person is writing with a pen, the other's hands are resting on a separate piece of paper

Legal Requirements When Selecting an Executor

The person you choose to be your executor will play an extremely important role, as that person will be responsible for gathering, securing, managing, and ultimately distributing your money and property when you pass away.

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FREE Personal Asset & Liability Worksheet

This personal financial statement template is a great tool to keep track of your personal assets, liabilities, income and expenses.