Who Needs a Trust Instead of a Will?
Creating an estate plan can protect your loved ones and establish your legacy. With an estate plan, you can provide for your loved ones after your death, transferring to them such assets as your home, vehicle, bank accounts, and personal possessions, including...
What to Know About Rolling a 529 Account Into a Roth IRA
It used to be that there were only two options for what to do with unused funds from a 529 college savings plan: withdraw the money or save it for future qualified education expenses. As of 2024, however, you can now also roll over unspent funds from a 529 plan to a...
Cybersecurity Awareness Month: Maintain Your Online Safety
What would we do without our smartphones, tablets, and computers? These internet-connected devices allow us to connect instantly with friends and family, order food, hail rides, pay our credit card bills, and so much more. Our devices offer so many benefits and have...