Why Estate Planning Matters for Everyone: Understanding the Basics
In today's world, estate planning is often associated with wealthy individuals and complete legal documents. However, the truth is that...
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Andrea Brown
Nov 30, 20232 min read
Unlocking Financial Freedom: The Many Benefits of Setting Up a Trust
As individuals navigate the intricate landscape of financial and estate planning, one powerful tool often stands out—the trust....
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Andrea Brown
Sep 11, 20231 min read
Unlocking Hidden Gains: 3 Vital Perks of Estate Planning
Estate planning might not be a favorite topic, but it's essential. It involves making a plan for w hat happens to your health and money...
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Andrea Brown
Aug 14, 20232 min read
Is a Living Trust the Best Financial Choice for Your Family's Inheritance?
Estate planning is a crucial consideration, even for those building their careers and raising families. As you contemplate the...
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Andrea Brown
Apr 30, 20204 min read
Making Your Wishes Known and Securing Your Assets During COVID-19
The world has changed completely in such a short time due to the coronavirus (COVID-19).
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Andrea Brown
Mar 20, 20203 min read
Ten Reasons to Create a Will
Created by National Legal Solutions Center Wills and Trusts specialists. One of the most important things you can do for yourself and...
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Andrea Brown
Feb 7, 20204 min read
One of the Biggest Ways the Rich Get Richer
Inheritance and they barely pay taxes on it. In 2020 it is predicted that Americans will inherit $764 billion but will pay an average of...
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Andrea Brown
Jan 21, 20205 min read
SECURE Act and What It Means
January 1, 2020, a drastic change for estate planning with retirement accounts by a new federal law. The Setting Every Community Up for...
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Andrea Brown
Dec 9, 20191 min read
Estate Planning: How to Get Going and Why Not to Do It Yourself
Statistical studies show that 55% of Americans die without a will or estate plan. This free program informs the non-lawyer public how to...
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Andrea Brown
Oct 30, 20191 min read
Long Term Care Cost...How advisors can help
The cost of long-term care insurance is based on several criteria, including the number of clients who have kept their policies over time...
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Andrea Brown
Oct 10, 20191 min read
This is a Must Read on IRREVOCABLE LIFE INSURANCE TRUSTS
I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money. Entertainer Arthur Godfrey*...
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Andrea Brown
Sep 18, 20192 min read
Don't Let the Courts Plan Your Family's Future
If you don't plan for death or incapacity, the court will make a plan for you. Estate Planning is essential to maintaining control...
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Andrea Brown
Jul 1, 20191 min read
The future looks terrible for nursing home costs
Article by Luke McGrath from Bloomberg News... The results of a six-year study by Georgetown University Medical Center revealed just how...
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Andrea Brown
May 31, 20193 min read
Is your IRA a target for the IRS?
Planning is key to secure your assets, if not, your IRAs may become big, bat targets for the IRS and your Beneficiaries’ Spouses,...
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