Revocable vs. Irrevocable Trusts Presented by Marc Aarons   If you’re anything like me, you’ve been thinking about the future.  I take pride in helping people make the most of what they have and earn, which is why I’m writing to clarify some info on trusts. Contrary to popular belief, trusts can be quite a […]

Estate Management Checklist Presented by Marc Aarons Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for […]

Managing Probate When Setting Up Your Estate What can you do to help your heirs?  Provided by Marc Aarons  The probate process can be expensive for some estates. Settling an estate through probate can cost you both time and money. It could take up to a year for the estate to be settled, plus attorney’s […]

A look at the different choices & strategies. Provided by Marc Aarons  If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those […]

What are the keys to prepare to grow wealthy together?  Provided by Marc Aarons  When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so difficult. At some point, you will have […]

If an investor chooses a non-human financial advisor, what price could they end up paying?  Provided by Marc Aarons  Investors have a choice today that they did not have a decade ago. They can seek investing and retirement guidance from a human financial professional or put their invested assets in the hands of a robo-advisor. […]

What you need to know to get ready for the end of the year. Provided by Marc Aarons  With one year ending and a new one on the cusp of starting, many people will consider their resolutions—not their estate strategy. But the end of the year is a great time to sit down and review […]

An overview of some of the fundamental steps to take.  Provided by Marc Aarons  When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, […]