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You can likely remember an instance in the past when you came close to falling asleep while driving. Although you were fortunate enough to avoid an accident, the experience likely scared you a little bit, rightfully so. The repercussions of drowsy driving are not something that many of us may take into consideration, unless we come close to, or are involved in an accident. In 2017, the National Highway Traffic Safety Administration (NHTSA) estimated that …

What is a personal property memorandum? It is a frequently-used estate planning document that provides an opportunity to expand upon your will or trust. Many wills or trusts simply divide the whole of an estate equally between surviving family members.  But, what if you’d prefer a more detailed plan for particular items you want to leave to specific individuals? If you’d like to ensure that specific property or items in your estate are left to …

Now that outdoor restrictions have loosened, and more attractions are opening, it is a good idea to review your personal practices for maintaining water safety, especially when children are involved. Whether you are experiencing a fun-filled day at the beach, pool, or water park, it is important to think about the steps you can take to make sure that you and your family have a safe and enjoyable day. Why Water Safety is Important It …

There are many reasons why you may want to give to a charity: You may give because you believe strongly in a cause or organization, but it can also reduce your yearly income tax bill and remove value from your overall estate. If you are considering making a donation, but are unsure of how to proceed, we are here to help. Working closely with other members of your financial team, we can craft a plan …

Life insurance is often one of the most important parts of an estate plan. People usually purchase life insurance to prevent their spouse, children, or other dependents from suffering financial hardship if they die unexpectedly. You may think that all you need to do is simply write in the name of the person you would like to receive the proceeds from your life insurance policy on the beneficiary designation section of your paperwork and forget …