Erin Grabe

Apr 22 2015

Understanding Trusts (Part 2 of 4)


Getting Started with Estate Planning
This is the 2nd in a 4-part series on Estate Planning.

A Trust is a legal document that is used in Estate planning. There are many reasons to set up a Trust including providing for minor children or family members who are inexperienced or unable to handle financial matters, providing management of personal assets should you be unexpectedly unable to handle them yourself, or even reducing Estate Taxes and providing a liquid way to help pay for them. A Trust provides privacy because it’s terms are not public knowledge.

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Jennifer Lough

Apr 21 2015

Financial Literacy: Three Little Words that will Change Your World


Financial Literacy - Save, Share, Spend

You can meet your financial obligations, be a resource for people and causes you care about, and still have fun by expanding your financial vocabulary to include three little words—Save, Share, and Spend. Whatever your income, your money can be a tool rather than an obstacle to achieving your goals when you apply these three little words to your personal budget.

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Getting Started with Estate Planning (Part 1 of 4)

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