In this issue of our Estate Planning Newsletter

Living Trusts: What Are They?

A living trust is a legal document created during an individual’s lifetime that gives a trustee responsibility for managing the assets inside the trust. Click through to learn about its advantages and how it can work.

How To Choose Life Insurance

Life insurance is a necessity, but there are so many options that choosing a plan can be difficult. Click through for an introduction to the types of insurance so that you can find a plan that protects your loved ones and works with your overall estate plan.

Fixed Rate vs. Adjustable: Which Mortgage Is Right for You?

The first step when shopping for a mortgage is determining which type of mortgage is right for your needs. Click through to assess the pros and cons of fixed-rate and adjustable-rate mortgages, so you can make an informed decision.

Build Financial Habits When You’re Young

Financial literacy helps you make smarter money choices. The trick is to build good habits from the start. Click through for the eight financial habits to start when you’re young.

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