Category Archives: Blog

Decoding Financial Jargon: What Investments Should You Be Making?

If you’re anything like me and my family, the end of summer marked a stark transition back to reality as my kids went back to school. While the added structure and schedule are a welcome change after the summer craziness, we were flooded with a multitude of demands coming at us: Sports schedules, after-school activities, […]

4 Strategies for Incorporating Life Insurance into Your Estate Planning

If you’ve ever been to a communication or relationship workshop, you’ve probably seen the skit It’s Not About The Nail. I can’t think of a better way to illustrate how even a basic misunderstanding of something can affect us on so many levels. We’ve all laughed painfully, knowing how ridiculous yet true the interaction portrayed […]

Understanding When a Revocable Trust Becomes Irrevocable

Conversations revolving around Estate Planning and Trusts typically go hand in hand. While very useful, establishing and then also planning for a future with a Revocable Living Trust should be approached carefully and with proper legal advice. In this post, we’ll discuss how a Revocable Living Trust becomes Irrevocable and how to best plan when […]