Whenever we’re working with clients, we always tell them to contact us whenever a big financial decision or life event occurs. Even events that can feel very personal can have significant financial implications.

This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.

The loss of a loved one is a challenge none of us want to encounter. Unfortunately, most of us will. While nothing we can say or do will help soothe the immediate emotional pain and loss, there are steps we can take to ensure those left behind are carefully looked after.

As parents, we often think of our children as our dependents, but as they grow up and head off to college, they become independent adults. If you have a college-aged child, it's crucial to discuss these documents with them and help them understand the importance of having them in place.

This article will explain what wills are and share some benefits of creating a will in honor of National "Make a Will" Month.