Financial Resources for End-of-life Planning

When a loved one dies, settling finances can be a difficult process. Here’s what you need to do to ensure your retirement savings, investments, and other bank accounts are distributed how you wish.

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What is Probate?
What Is Probate and Can it Be Avoided?

Probate is the court process by which a WILL is proved valid or invalid.  If there is no Will, it is the legal process where the estate is administered after someone dies. In the absence of a Will the court appoints a Personal Representative to administrator the deceased persons estate. This Representative is responsible for locating any assets and determining their value. 

Money Bag
Is Unclaimed Money Waiting For You?

Statistics show that as many as 9 out of 10 Americans may have unclaimed money waiting to be discovered! It's estimated that almost $40 billion dollars in unclaimed cash or abandoned accounts exist in the United States today. Is some of that yours?

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“Be Prepared, Not Scared” 5 things you should do!

September is National Preparedness Month!  While we can never predict when or where the next disaster will occur, we can be sure they are coming.  Being proactive and preparing ahead of time can save countless hours of trying to react at the last minute.  It is simply the smart thing to do! So how do you get started and what things should you think about doing before the next disaster strikes?  Here are 6 tips to get you started:

Last Will and Testament
7 Reasons Why You Should Make or Update Your Will this August.

Wills are one of those things in life that everyone knows they need, yet seem to hate or avoid making. When you make your Will, you are giving your family and loved ones a gift.