Popular Topic(s): Estate Planning
The Risk of Delegating Your Estate Planning to the State

At a recent seminar, the speaker asked the group if any members of the audience had an estate plan. While not many people raised their…

Five Documents to Begin Building Your Estate Plan

Sound financial planning includes preparing for the present, future, and the unexpected. Similarly, an estate plan can help protect you, your family, and your assets…

What Does Matt’s New AEP Designation Mean For You?

Matt Showley, CFP®, can now add AEP®️ to his name. The Accredited Estate Planner® designation signifies his deep knowledge and expertise in estate planning and…