Discuss estate plan with family before it’s too late

Estate planning is a very important part of financial and retirement planning in the U.S. Americans seem to understand the importance of estate planning, with 90 percent of adults saying that estate planning is very important, according to a BMO Management survey. Even though a majority of Americans say that estate planning is important, the same survey reported that only 19 percent of U.S. adults have had a Read More

Common estate planning mistakes to avoid

Estate planning is a very important process that should not be taken lightly as improper planning can cause tension and stress between family members after you pass away.  Unfortunately, even the best intended estate plans may still lead to disputes after you're gone due to mistakes made in the estate plan. There are many different considerations to make when creating your estate plan and it can be easy to make a Read More